DRAKE & ASSOCIATES, LLC
Tel: 414-409-7226 20965 Crossroads Circle Waukesha, Wisconsin 53186
About DRAKE & ASSOCIATES, LLC
DRAKE & ASSOCIATES, LLC is a Waukesha, Wisconsin based financial advisory firm with nearly $313,071,682 in assets under management and provides investment advisory services for 2332 clients. There are currently 25 financial advisors at the firm.
General Information
Firm CRD#:
154854
Firm SEC#:
801-115301
Assets Under Management:
$313,071,682
No. of Clients:
2332
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Education seminars/workshops
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