Overview
Assets Under Management: $419 million
Headquarters: WAUKESHA, WI
High-Net-Worth Clients: 78
Average Client Assets: $2 million
Frequently Asked Questions
DRAKE & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154854), DRAKE & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
DRAKE & ASSOCIATES, LLC is headquartered in WAUKESHA, WI.
DRAKE & ASSOCIATES, LLC serves 78 high-net-worth clients according to their SEC filing dated November 06, 2025. View client details ↓
According to their SEC Form ADV, DRAKE & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, selection of other advisors, and educational seminars and workshops. View all service details ↓
DRAKE & ASSOCIATES, LLC manages $419 million in client assets according to their SEC filing dated November 06, 2025.
According to their SEC Form ADV, DRAKE & ASSOCIATES, LLC serves high-net-worth individuals. View client details ↓
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: 2026025
Last Filing Date: 2025-11-06 10:58:13
Website: 2