Drost Financial
Firm details
- Headquarters
- ,
- CRD number
- 312103
- Website
- www.drostfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.31%
- HNWI47.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drost Financial is an independent, individually owned advisory firm organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as an institutional capital allocator. It reports no emphasis on ESG investing. The adviser is state-registered in Minnesota, Texas and Wisconsin and identifies its client base as individual and family households. Advisory activity centers on personalized financial planning and ongoing portfolio management rather than broad institutional consulting or pension work.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds3%
Contacts
2 of 2
Steven Drost
Founder & CCOCRD 6795665
Luke Eberly
Financial PlannerCRD 7159089
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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