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DRAKE CAPITAL ADVISORS LLC
53 Forest Avenue
Suite 210
Old Greenwich, Connecticut 06870
Tel: 203-861-7500
About DRAKE CAPITAL ADVISORS LLC
DRAKE CAPITAL ADVISORS LLC, formally registered with the SEC as DRAKE CAPITAL ADVISORS LLC. The firm was established in 01/26/2006. They have over 1 offices throughout the country.
DRAKE CAPITAL ADVISORS LLC is a Old Greenwich, Connecticut based Financial Planning firm with nearly $652,894,000 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 136716 |
| SEC# | 801-65564 |
| Assets Managed by Firm | $652,894,000 |
| No. of Clients | 8 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Other (PERFORMANCE-BASED ALLOCATIONS)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 8 | $652,894,000 |
| Corporations or other businesses | Fewer than 5 clients | $68,522,000 |
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