Green Drake Advisors LLC

Green Drake Advisors LLC (CRD# 156156) is a financial advisory firm headquartered in Wayne, PA. They manage $8,515,956 in 31 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 Eagle Road, Suite 214, Wayne, PA 19087
http://www.greendrakeadvisors.com
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    31
    ACCOUNTS
  • Average Account Value
    $274,708
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Green Drake Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Paul Sloate, financial advisor Wayne PA
Paul L. Sloate
CRD#: 1762480
200 Eagle Road, Suite 214, Wayne, PA 19087

Paul Sloate (CRD# 1762480) is an Investment Advisor Representative working at Green Drake Advisors LLC in Wayne, PA and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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