Deep Draft Consulting, LLC
Firm details
- Headquarters
- Allentown, Pennsylvania
- CRD number
- 170137
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Deep Draft Consulting, LLC is a small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that provides financial planning and sources outside managers on behalf of clients. Its advisory model includes fee arrangements such as hourly billing, fixed fees and other non-asset‑based charges rather than a typical percentage of assets under management. The firm does not identify as an ESG investor, does not operate as a multistate adviser, and is not positioned as a pension consultant or related adviser. Deep Draft’s industry connections include at least one relationship with an insurance company, and its service offering emphasizes selecting third‑party advisers rather than running a large in‑house investment platform. The record does not show an SEC registration year.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1Rachel Lower
President and CEOCRD 4506515
Contacts
1 of 1
Donna Wanamaker
Executive Vice PresidentCRD 4563840
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Allentown, PA
Lehigh
Location
Allentown, PA
Headquartered in Allentown, PA, in the Northeast of the United States.
- Region
- Northeast
- County
- Lehigh
- Address
- 4905 W Tilghman St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Englebert Financial Advisers, LLC
RIAAllentown, PA
A Better Way Financial, LLC
RIAAllentown, PA
Gurniak Financial Advisors, Inc.
RIAAllentown, PA
Girard Pension Services, LLC
RIAAllentown, PA
Erickson Financial Group, LLC
RIAAllentown, PA
Herbein Financial Group, LLC
RIAAllentown, PA