National Retirement Planning Experts

National Coverage
Local Professionals

YON DRAKE & ASSOCIATES INC

914 Richland St
Suite C-200
Columbia, South Carolina 29201
Tel: 803-256-1212, X29

Need a Financial Advisor?
Compare Vetted Advisors

About YON DRAKE & ASSOCIATES INC

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.

Firm Information

SEC Current StatusApproved
Firm CRD#111491
SEC#801-49757
Assets Managed by Firm$261,874,476
No. of Clients5
No. of Advisors2

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Pesnsion consulting services
  • Selection for other advisors
  • Other (INVESTMENT POLICIES, MANAGER SEARCHES, PERFORMANCE MEASUREMENT)

Firm Client Information

No. of ClientsAUM
Firm Total5$261,874,476
Charitable organizationsFewer than 5 clients$250,722,994

More Retirement Planning firms in Columbia, South Carolina:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
LPL FINANCIAL LLC
1055 Lpl Way
Fort Mill, SC, 29715
$463,475,486,343191054535841
GREYSTAR INVESTMENT GROUP, LLC
465 Meeting Street, Suite 500
Charleston, SC, 29403
$28,309,013,20061510
APOLLON WEALTH MANAGEMENT, LLC
111 Coleman Blvd, Suite 402
Mount Pleasant, SC, 29464
$5,519,652,12815301167
PERMCAP INVESTMENT OFFICE
18 N. Adgers Wharf
Charleston, SC, 29401
$4,462,882,4424216
SOUTHSTATE ADVISORY, INC.
520 Gervais St
Columbia, SC, 29201
$3,417,068,97042020

Explore More Retirement Advisors in Columbia, South Carolina