Drach Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 140247
- Website
- www.drachadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals49.72%
- HNWI46.67%
- Corporations / Businesses3.43%
- Charitable Organizations0.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drach Advisors LLC is an independent, fee-based registered investment adviser focused on financial planning and portfolio management for individual and small business clients. The firm favors an equity-centered approach, deploying a majority of client capital into exchange-traded equities and separate managed accounts. Drach Advisors LLC does not identify as an active ESG investor and operates under a percentage-of-AUM fee model. Its advisory work emphasizes discretionary portfolio management and planning for households and small businesses rather than institutional or pension consulting.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities58%
- Cash & Cash Equivalents32%
- Public Funds/Mutual Funds10%
Contacts
2 of 2
Robert Drach
Managing MemberCRD 5148484
Hayley Simon
MemberCRD 8207634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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