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Building 2DRAKE & ASSOCIATES, LLC

Map pinWAUKESHA, WI
Phone414-409-7226
NotebookSEC #801-115301
Total AUM
$607.3M
Employees
34
Clients
3,401

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20965 CROSSROADS CIRCLE
WAUKESHA
WI 53186
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
414-409-7226
Other Offices
1

ReceiptFinancials

Total AUM
$607.3M
Accounts
3,401
Discretionary
$607.3M
Accounts
3,401
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
2,756
AUM
$360.7M
HNW Individual Clients
645
AUM
$246.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILMINCOHTXWI

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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