914 Richland St
Suite C-200
Columbia, South Carolina 29201
Tel: 803-256-1212, X29
YON DRAKE & ASSOCIATES INC, formally registered with the SEC as YON DRAKE & ASSOCIATES INC. The firm was established in 07/27/1995. They have over 1 offices throughout the country.
YON DRAKE & ASSOCIATES INC is a Columbia, South Carolina based Financial Planning firm with nearly $261,874,476 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 2 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 111491 |
SEC# | 801-49757 |
Assets Managed by Firm | $261,874,476 |
No. of Clients | 5 |
No. of Advisors | 2 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 5 | $261,874,476 |
Charitable organizations | Fewer than 5 clients | $250,722,994 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$463,475,486,343 | 1910545 | 35841 | |
$28,309,013,200 | 61 | 510 | |
$5,519,652,128 | 15301 | 167 | |
$4,462,882,442 | 42 | 16 | |
$3,417,068,970 | 420 | 20 |
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