GREEN DRAKE ADVISORS LLC

CRD 156156

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1030 E LANCASTER AVENUE, APT 304, BRYN MAWR, PA, 19010, United States

Phone

610-687-7766

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$8.4M

Discretionary AUM

$8.0M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminarsCONSULTING

Client types

Type	Clients	AUM
Individuals	15	$3.2M
High net worth individuals	3	$5.2M

All web addresses on file

HTTP://WWW.GREENDRAKEADVISORS.COM
HTTP://WWW.LINKEDIN/IN/PAUL-SLOATE-83A1527

Official SEC filing: View on IAPD