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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Signal ridge
- Established Date
- 03-11-2021
- Office Locations
- 1
Office Locations
About Drost Financial
Drost Financial is a fee-only, independent, fiduciary planning firm led by Steve Drost, CFA, CFP (InvestmentNews 40 Under 40). The practice is purpose-built for corporate executives and pre/early retirees, with deep expertise in General Mills and Republic Services benefit and compensation plans. Provides comprehensive, tailored financial planning and investment guidance for individuals and families, with accounts custodied at Charles Schwab.
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Owner & Executives
Steven James Drost
Chief Compliance Officer, FOUNDER
- CRD
- #6795665
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,674,889 | -- |
| Non-Discretionary | $0 | -- |
| Total | $42,674,889 | -- |
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Separately Managed Accounts
Total SMA Asset: $42,674,889
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,055,955,977 | 24.2% |
| Cash | $571,612,533 | 13.1% |
| Equity - Exchange | $986,140,706 | 22.6% |
| U.S. Government/Agency | $1,749,745,236 | 40.1% |
| Total | $4,363,454,452 | 100.0% |