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| Happy Holidays!! thanks for using AUM13F!! |
| Dreher Investment Services Inc
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|---|---|
| CRD # | 114196 |
| SEC # | 801-110396 |
| CIK # | |
| AUM | $272.0 M (2025-03-26) |
| Employees | 6 (83% Investors, 0% Brokers) |
| Phone | 325-486-8600 |
| Address | 517 W Twohig Avenue San Angelo, TX 76903 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 205 | 36.1 |
| (b) Individuals (high net worth individuals) | 111 | 200.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 2.5 |
| (n) Other | 12 | 32.5 |
| Total | 341 | 272.0 |
| By Discretionary | ||
| Discretionary | 341 | 272.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 341 | 272.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.0 | |
| Total | 341 | 272.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Michael A Dubis Financial Planning LLC
✚
|
WI | 0.3 |
|
Lwealth LLC
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|
TX | 0.3 |
|
Schamberger Greylak & Utterback Wealth Management LLC
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|
WI | 0.3 |
|
Future Finances Inc
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OH | 0.3 |
|
GHE LLC
✚
|
TN | 0.3 |
|
Access Financial Group Inc
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|
IL | 0.3 |
|
TKG Advisors LLC
✚
|
IN | 0.3 |
|
Wilkerson Advisory Group LLC
✚
|
MO | 0.3 |
|
Power Financial Partners LLC
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|
FL | 0.3 |
|
Bison Creek Wealth Management LLC
✚
|
0.3 |