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Drake & Associates, Llc

Tel: 414-409-7226
2212 E. Moreland Blvd Suite 200

Waukesha, Wisconsin  53186

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Drake & Associates, Llc

Drake & Associates, Llc is a Waukesha, Wisconsin based financial advisory firm with nearly $$227,801,155 in assets under management and provides investment advisory services for 1983 clients. There are currently 11 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Selection of Other Advisors, Educational seminars/workshops

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

154854

SEC#:

801-115301

No. of Clients:

1983

Assets under Management

$227,801,155

No. of Advisors:

11

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