Overview
Assets Under Management: $419 million
Headquarters: WAUKESHA, WI
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.74
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,611
Discretionary Accounts: 2,611
Regulatory Filings
CRD Number: 154854
Filing ID: 2009660
Last Filing Date: 2025-08-18 16:09:00
Website: https://drakeandassociates.net