Drake & Associates
Financial Services • 
Brookfield Town, Wisconsin, United States • 51-100 Employees
Company overview
| Headquarters | 20965 Crossroads Circle, Waukesha, Wisconsin 53186, US |
| Phone number | +14144097221 |
| Website | |
| NAICS | 52 |
| Keywords | Money Management |
| Founded | 2002 |
| Employees | 51-100 |
| Socials |
Key Contacts at Drake & Associates
Matt Schumacher
Director Of Advisory Services
Gleb Sergeyev
Director Of Marketing
Robin Rettschlag
Director Of Operations
Emily Mainz
Executive Assistant To Chief Executive Officer
Don Drake
Owner
Geoff Drake
Owner
Trevor Drake
Owner
Drake Lincole
Ceo
Drake & Associates Email Formats
Drake & Associates uses 1 email format. The most common is {last name}{last name} (e.g., doedoe@drake-associates.ca), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{last name}{last name} | doedoe@drake-associates.ca | 100% |
About Drake & Associates
Drake & Associates, LLC provides clients with a complimentary, customized wealth management plan that takes into consideration your complete portfolio as well as your unique financial goals. We discuss how you envision your retirement years and help set goals to get you there. Instead of confusing charts and graphs, your plan is a tailored, easy-to-understand report that utilizes our Retirement Ready Roadmap to put you on your path towards financial security. Visit us at https://drakeandassociates.net/
Drake & Associates revenue & valuation
| Annual revenue | $4,979,692 |
| Revenue per employee | $94,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $16,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Drake & Associates has 29 employees across 8 departments.
Departments
Number of employees
Funding Data
Drake & Associates has never raised funding before.
Drake & Associates Tech Stack
Discover the technologies and tools that power Drake & Associates's digital infrastructure, from frameworks to analytics platforms.
Security
Video players
JavaScript libraries
CDN
Marketing automation
Font scripts
JavaScript libraries
Webmail
Miscellaneous
Security
Advertising
Programming languages
United Kingdom
Spain
Frequently asked questions
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