← Tributary

YON DRAKE & ASSOCIATES INC

COLUMBIA, SC · CRD 111491 · IAPD ↗ · yondrake.com · 803-256-1212, X29

$304.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

38
April 2024 — YON DRAKE & ASSOCIATES INC reported RAUM down 51% ($529.5M -> $261.9M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.