Dresner Investment Services, Inc.

Broker-DealerFINRA MemberEst. 1993
Total AUM
Advisory reps
17
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 organized as a corporation and is classified in the data set as an investment bank. The firm has been SEC-registered since 1993 and is privately owned by an individual. Available records indicate it does not operate as a capital allocator, it is not identified as an active ESG investor, and it is not registered as a multi-state adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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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 16
  • Scott Smith

    Scott Smith

    Managing DirectorCRD 2909659

  • Richard Moss

    Richard Moss

    Managing DirectorCRD 7993339

  • Shi Jin

    Shi Jin

    Investment BankerCRD 7555332

Unlock 13 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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