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Draper Frank Co (Atlanta)


Draper Frank Co is a large advisory firm based in Atlanta. It manages $27.69 million of regulatory assets for 24 client accounts. It has been registered with the SEC as an adviser since 2001.

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Draper Frank provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Draper Frank: assets under management

The assets under management (AUM) of Draper Frank Co is $27.69 million. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $27.48 million in discretionary accounts and $205.23 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $68.41 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Draper Frank Co for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Atlanta

The principal office where Draper Frank Co performs its advisory services is located at 1175 Peachtree Rd Ne, Atlanta, GA 30361, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 404-873-6611 or by fax 404-873-9888. The normal business hours are 0830-1630 on Monday - Friday. You can find more information about the New York firm at www.frankdraper.com.


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