# Dreher Investment Services, Inc.
Source: https://planprovider.pro/provider/dreher-investment-services-inc

> West Texas plan sponsors who have come across ptwm.com may recognize Dreher Investment Services, Inc., a fee-only registered investment advisory firm headqua…

Retirement Plan Advisor

San Angelo, TX

## About Dreher Investment Services, Inc.

<p>West Texas plan sponsors who have come across ptwm.com may recognize Dreher Investment Services, Inc., a fee-only registered investment advisory firm headquartered in San Angelo in the Concho Valley region.</p>

<p>The firm manages about $0.2B in assets (2026) and works with individuals on investment management and financial planning. Typical work includes building and maintaining portfolios, setting long-term goals, and reviewing progress as life and market conditions change.</p>

<p>For employers and other retirement plan sponsors, Dreher Investment Services provides fiduciary support under ERISA, including 3(21) co-fiduciary guidance and 3(38) discretionary investment management. These services cover investment selection and monitoring, along with the documentation process that goes with an investment program.</p>

<p>What sets the firm apart is the option to choose either a 3(21) or 3(38) arrangement, so sponsors can match the level of investment discretion they want to delegate while keeping advice fee-only.</p>

<ul>
<li>Fee-only registered investment advisor headquartered in the San Angelo area</li>
<li>Assets under management: about $0.2B (2026)</li>
<li>Retirement plan fiduciary services: 3(21) and 3(38)</li>
<li>Ongoing investment management and financial planning for individuals</li>
</ul>

Website: [https://ptwm.com/](https://ptwm.com/)

## Office Locations

- San Angelo, TX (Headquarters)

## Services Offered

- 3(21) Investment Advisor

- 3(38) Investment Manager

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $221.2M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| 1ST COMMUNITY FEDERAL CREDIT UNION 401(K) PLAN|1ST COMMUNITY FEDERAL CREDIT UNION, TX|$11M|90|

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