Drake & Associates, LLC
Overview
Drake & Associates, LLC is a financial advisory firm based in Waukesha, Wisconsin, offering investment management and financial planning services to individuals and institutions. The firm provides a range of services, including financial planning, portfolio management, and educational seminars. Their investment offerings encompass various asset classes such as fixed income, equities, real estate, private equity, hedge funds, REITs, insurance products, and government securities. The firm operates with an asset-based and hourly fee structure and maintains affiliations with insurance companies or agencies. Drake & Associates, LLC is registered in multiple states, including California, Florida, Illinois, Michigan, North Carolina, Ohio, Wisconsin, and Texas.
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Frequently asked questions about Drake & Associates, LLC
What sectors does Drake & Associates, LLC invest in?
Drake & Associates, LLC invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Cullman, United States. Drake & Associates, LLC is listed as a other in the ConnectSafely investor database.
What stage does Drake & Associates, LLC invest at?
Drake & Associates, LLC backs companies at Growth, Late Stage, Pre-IPO, Buyout, Turnaround and Distressed, writing cheques of 100K - 50M.
Which regions does Drake & Associates, LLC invest in?
Drake & Associates, LLC invests across United States.
How do I contact Drake & Associates, LLC?
Drake & Associates, LLC's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of the team.
Last updated · Source: ConnectSafely investor database