DRAKE & ASSOCIATES, LLC

20965 Crossroads Circle
Waukesha, Wisconsin 53186
Tel: 414-409-7226

About DRAKE & ASSOCIATES, LLC

DRAKE & ASSOCIATES, LLC, formally registered with the SEC as DRAKE & ASSOCIATES, LLC. The firm was established in 05/16/2019. They have over 3 offices throughout the country.

DRAKE & ASSOCIATES, LLC is a Waukesha, Wisconsin based Financial Planning firm with nearly $313,071,682 assets under management, offering retirement planning & investment advisory services to 2332 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	154854
SEC#	801-115301
Assets Managed by Firm	$313,071,682
No. of Clients	2332
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	2332	$313,071,682
Individuals (other than high net worth individuals)	1174	$215,336,015
High net worth individuals	114	$97,735,667

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