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Financial Advisor
Wisconsin
Waukesha
DRAKE & ASSOCIATES, LLC

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

No. of Advisors:

25

Advisory Services Provided:

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

Fee Structure:

A percentage of AUM, Hourly charges

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