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 Pennsylvania-based limited liability company that operates as a capital allocator and adviser focused on financial planning and the selection of other managers. The firm bills clients via hourly and fixed-fee arrangements (and lists other fee types), which aligns with its consulting-oriented business model rather than a traditional asset-management fee schedule. Ownership is individual and the firm identifies an affiliation with an insurance company. Deep Draft does not present itself as an active ESG investor. Services emphasize advising clients on planning and on choosing external advisers and managers, rather than direct portfolio management in-house. That placement as a selector of other advisers suggests the firm’s role is primarily advisory and implementation-oriented through third-party relationships.
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
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