GREEN DRAKE ADVISORS LLC

GREEN DRAKE ADVISORS LLC of BRYN MAWR, PA is an SEC-registered investment adviser (CRD 156156). Regulatory assets under management: $8.4M.

Registration

• CRD: 156156
• Type: Registered investment adviser
• Location: 1030 E LANCASTER AVENUE, BRYN MAWR, PA, 19010
• Phone: 610-687-7766
• Latest filing: 2026-03-30
• Regulatory AUM: $8.4M
• Discretionary AUM: $8.0M
• Non-discretionary AUM: $421K
• Clients: 1
• Accounts: 29

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156156 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search