$8.4M Total AUM
$8.0M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Optima peak
- Established Date
- 04-28-2011
- Office Locations
- 1
Office Locations
1030 E Lancaster Avenue APT 304 Bryn Mawr PA
About Green Drake Advisors LLC
Green Drake Advisors LLC is an independent RIA in Bryn Mawr, PA providing asset management and wealth planning for individuals and families, with a focus on business owners and entrepreneurs. The firm emphasizes portfolio construction, asset allocation, and risk management, using ETFs and mutual funds as core vehicles. Custody is through Charles Schwab.
Team overview
62 AVG AGE
$8.4M AVG AUM / ADVISOR
$467.3K AVG AUM / CLIENT
10.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
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Asset Classes
Fusion capital
Client Personas
Pathway frontier Unison atlas
Custodian
Meridian
Investment Themes
Fusion Vital
Investment Vehicles
Matrix Signal
Services
Radial optima Focus Signal Quantum Radial North horizon
Technology
Summit catalyst
Owner & Executives
PAUL LOWELL SLOATE
Chief Compliance Officer, Chief Executive Officer, Investment Advisor, Managing Member
- CRD
- #1762480
- Ownership
- 75% or more
(385) 496-9096
value.beacon@primecapital.com
in linkedin.com/in/frontier-summit
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,989,958 | -- |
| Non-Discretionary | $420,838 | -- |
| Total | $8,410,796 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,410,796
Equity - Exchange:
59.6% Cash:
22.2% Public Funds:
18.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,482,581,544 | 59.6% |
| Cash | $552,236,750 | 22.2% |
| Public Funds | $452,734,633 | 18.2% |
| Total | $2,487,552,927 | 100.0% |