JEFFREY A. DRAYTON FINANCIAL GROUP, INC.

RIASEC Registered
Total AUM
$32.2M
Discretionary
$32.2M
100% of AUM
Avg account
$273K
Accounts
118
Employees
3
Advisory reps
3

Firm details

Headquarters
MAPLE GROVE, Minnesota
CRD number
290721
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 6%, Cash & Cash Equivalents 2%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities6%
  • Cash & Cash Equivalents2%

Contacts

3 of 3
  • Terrence Hassanally

    Tax SpecialistCRD 6149488

  • Deanna Constantine

    Client Services ManagerCRD 7371569

  • JEFFREY DRAYTON

    President & FounderCRD 6385167

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth