JEFFREY A. DRAYTON FINANCIAL GROUP, INC.
Firm details
- Headquarters
- MAPLE GROVE, Minnesota
- CRD number
- 290721
- Website
- www.jeffreyadrayton.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI40.17%
- Individuals39.79%
- Corporations / Businesses20.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Jeffrey A. Drayton Financial Group, Inc. is an independent registered investment advisor focused on serving individual and family clients, along with smaller business and institutional relationships. The firm combines financial planning with discretionary portfolio management, and it supplements traditional advisory work with pension consulting services and educational seminars or workshops. Fee arrangements are flexible—running across percentage-of-assets, hourly and fixed-fee engagements—so the firm can work on retainer-style advice, project work or ongoing AUM-based mandates. Investment construction is built around pooled public funds: mutual funds and similar vehicles dominate the portfolios. The firm does use third-party managers for alternative exposure, specifically real estate allocations, and includes annuities in its toolset when appropriate. Jeffrey A. Drayton Financial Group, Inc. does not present itself as a capital allocator or fund sponsor; it relies on external managers for non‑public strategies. The firm is not positioned as an active ESG investor and is organized to serve a single-state client base.
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
- Public Funds/Mutual Funds92%
- Exchange Traded Equities6%
- Cash & Cash Equivalents2%
Contacts
3 of 3Terrence Hassanally
Tax SpecialistCRD 6149488
Deanna Constantine
Client Services ManagerCRD 7371569
JEFFREY DRAYTON
President & FounderCRD 6385167
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MAPLE GROVE, MN
HENNEPIN
Location
MAPLE GROVE, MN
Headquartered in MAPLE GROVE, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 11670 Fountains Dr
- Time zone
- CT (UTC-6)
- Office locations
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