Dresner Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
—
Advisory reps
18
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
35145
Registered since
September 30, 1993

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Brian Ytterberg

    Brian Ytterberg

    Senior Managing Director and Chief Operating OfficerCRD 3193521

Contacts

3 of 17
  • Scott Smith

    Scott Smith

    Managing DirectorCRD 2909659

  • Steven Dresner

    Steven Dresner

    PresidentCRD 2406965

  • Mitchell Stern

    Mitchell Stern

    Managing Director, Investment BankingCRD 2829116

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth