CRD: 104537
Dreher Financial Partners
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-06-1995
- Office Locations
- 1
Office Locations
About Dreher Financial Partners
Dreher Financial Partners is an RIA providing comprehensive investment management and financial planning for individuals, including retirees. The firm emphasizes a long-term, steady, compounding-focused approach with disciplined asset allocation and risk management, commonly implemented with ETFs and mutual funds. Custody is primarily with Charles Schwab.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
THOMAS EDWARD VELEVIS
Chief Compliance Officer, Financial Advisor, General Partner, MANAGING PRINCIPAL
- CRD
- #2369373
- Ownership
- 75% or more
MICHAEL STEPHEN WHITE
Financial Advisor, General Partner, PARTNER
- CRD
- #6488455
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $148,240,000 | $298,871 |
| Non-Discretionary | $0 | -- |
| Total | $148,240,000 | $298,871 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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