| Name | Title | Ownership | Since |
|---|---|---|---|
| Anthony Samuel Drake Control | Managing Member | Over 75% | 2010 |
| Laura Margaret Kraus | Chief Compliance Officer | Under 5% | 2025 |
| Robin Doyle Rettschlag | Director Of Operations | Under 5% | 2023 |
Drake & Associates, LLC reports $418.8 million in regulatory assets under management on its Form ADV.
Drake & Associates, LLC reports 36 employees.
Drake & Associates, LLC is based in Waukesha, WI and has been SEC-registered since 2019.
Drake & Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 20965 Crossroads Circle, Waukesha, WI 53186 |
| Phone | 414-409-7226 |
| Fax | 414-409-7221 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
| Discretionary | $418.8M |
| Non-discretionary | $0 |
| Total (RAUM) | $418.8M |