National Retirement Planning Experts

National Coverage
Local Professionals

DRAPER ASSET MANAGEMENT, LLC

116 Terry Road
Floor 1
Smithtown, New York 11787
Tel: 631-361-4925

Need a Financial Advisor?
Compare Vetted Advisors

About DRAPER ASSET MANAGEMENT, LLC

DRAPER ASSET MANAGEMENT, LLC, formally registered with the SEC as DRAPER ASSET MANAGEMENT, LLC. The firm was established in 03/20/2017. They have over 1 offices throughout the country.

DRAPER ASSET MANAGEMENT, LLC is a Smithtown, New York based Financial Planning firm with nearly $137,299,049 assets under management, offering retirement planning & investment advisory services to 730 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#148136
SEC#801-110197
Assets Managed by Firm$137,299,049
No. of Clients730
No. of Advisors14

Fee Structure

  • A percentage of AUM
  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total730$137,299,049
Individuals (other than high net worth individuals)388$35,422,842
High net worth individuals35$77,122,053

More Retirement Planning firms in Smithtown, New York:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Smithtown, New York