Deep Draft Consulting, LLC

RIAState Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
3
Advisory reps
2

Firm details

Headquarters
Allentown, Pennsylvania
CRD number
170137
Fee structure
Hourly Charges, Fixed Fees, Other
Services
Financial PlanningSelection of Other Advisers

Firm profile

FINTRX

Overview

Deep Draft Consulting, LLC is a Pennsylvania-based limited liability company that operates as a capital allocator and adviser focused on financial planning and the selection of other managers. The firm bills clients via hourly and fixed-fee arrangements (and lists other fee types), which aligns with its consulting-oriented business model rather than a traditional asset-management fee schedule. Ownership is individual and the firm identifies an affiliation with an insurance company. Deep Draft does not present itself as an active ESG investor. Services emphasize advising clients on planning and on choosing external advisers and managers, rather than direct portfolio management in-house. That placement as a selector of other advisers suggests the firm’s role is primarily advisory and implementation-oriented through third-party relationships.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

1 of 1
  • Rachel Lower

    Rachel Lower

    President and CEOCRD 4506515

Contacts

1 of 1
  • Donna Wanamaker

    Donna Wanamaker

    Executive Vice PresidentCRD 4563840

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Allentown, PA

Lehigh

Location

Allentown, PA

Headquartered in Allentown, PA, in the Northeast of the United States.

Region
Northeast
County
Lehigh
Address
4905 W Tilghman St
Time zone
ET (UTC-5)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth