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DRAKE & ASSOCIATES, LLC
CRD 154854 · SEC 801-115301
20965 CROSSROADS CIRCLE, WAUKESHA, WI, 53186, United States
Phone
414-409-7226
Fax
414-409-7221
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$607.3M
Discretionary AUM
$607.3M
Team
35 total employees; 14 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-06-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2756 | $360.7M |
| High net worth individuals | 645 | $246.5M |
States served
CA, IL, MI, NC, OH, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD