Dresner Investment Services, Inc.
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 35145
- Registered since
- September 30, 1993
- Website
- www.dresnerpartners.com
Firm profile
FINTRXOverview
Dresner Investment Services, Inc. is recorded as a corporation that has been SEC-registered since 1993 and is privately owned by an individual. FINTRX classifies the firm as an investment bank. The record indicates it is not a capital allocator and is not marked as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser. Publicly available details in the FINTRX snapshot are sparse: the firm has not supplied descriptive material about its business lines, advisory activities, client types, fee models, or investment preferences. That absence of disclosure limits what can be said about how the firm sources mandates, structures advice, or positions portfolios.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brian Ytterberg
Senior Managing Director and Chief Operating OfficerCRD 3193521
Contacts
3 of 17
Scott Smith
Managing DirectorCRD 2909659

Steven Dresner
PresidentCRD 2406965

Mitchell Stern
Managing Director, Investment BankingCRD 2829116
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 10 S La Salle St
- Time zone
- CT (UTC-6)
- Office locations
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