H. S. Dreher Capital Management LLC (Southern Pines)

Name: H. S. Dreher Capital Management LLC
Address: 275 Se Broad Street, Southern Pines, NC, 28387
Telephone: [910] 692-4330

H. S. Dreher Capital Management LLC is an adviser based in Southern Pines. It manages $44.91 million of regulatory assets for 83 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of Connecticut and Illinois.

H. S. Dreher Capital Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

H. S. Dreher Capital Management: assets under management

The assets under management (AUM) of H. S. Dreher Capital Management LLC is $44.91 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $44.91 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $541.12 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay H. S. Dreher Capital Management LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Southern Pines

The principal office where H. S. Dreher Capital Management LLC performs its advisory services is located at 275 Se Broad Street, Southern Pines, NC 28387, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [910] 692-4330 or by fax [910] 692-4663. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.interestoninterest.net.

H. S. Dreher Capital Management LLC (Southern Pines)

H. S. Dreher Capital Management: assets under management

Fees & Commissions

Based in Southern Pines

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