CRD: 290721
Jeffrey A. Drayton Financial Group, Inc.
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- Custodian
- Charles Schwab & Company · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-24-2018
- Office Locations
- 2
Office Locations
About Jeffrey A. Drayton Financial Group, Inc.
Jeffrey A. Drayton Financial Group, Inc. is a Minnesota-based, fee-only RIA providing holistic financial planning and wealth management for individuals across career stages, serving the Twin Cities and greater Minnesota (and other exempt jurisdictions). Portfolios commonly use ETFs and mutual funds, with custody at Charles Schwab. Differentiator: its structured Financial Orienteering Approach® to building a tailored plan.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
JEFFREY ALLEN DRAYTON
Chief Executive Officer, Founder, President
- CRD
- #6385167
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Deanna Nyssa Constantine
Relationship Manager
- CRD
- #7371569
Terrence Michael Sterling Hassanally
--
- CRD
- #6149488
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,209,475 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,209,475 | -- |
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Separately Managed Accounts
Total SMA Asset: $32,209,475
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,179,727,482 | 52.0% |
| Equity - Exchange | $2,268,613,261 | 37.1% |
| Cash | $666,519,799 | 10.9% |
| Total | $6,114,860,542 | 100.0% |