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YON DRAKE & ASSOCIATES INC

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

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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

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