DEEP DRAFT CONSULTING, LLC

RIASEC 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 small, privately held advisory firm organized as a limited liability company and owned by an individual. The firm describes itself as a capital allocator that provides financial planning and sources outside managers on behalf of clients. Its advisory model includes fee arrangements such as hourly billing, fixed fees and other non-asset‑based charges rather than a typical percentage of assets under management. The firm does not identify as an ESG investor, does not operate as a multistate adviser, and is not positioned as a pension consultant or related adviser. Deep Draft’s industry connections include at least one relationship with an insurance company, and its service offering emphasizes selecting third‑party advisers rather than running a large in‑house investment platform. The record does not show an SEC registration year.

Assets & Accounts

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

Owners & executives

1 of 1
  • RACHEL LOWER

    President and CEOCRD 4506515

Contacts

1 of 1
  • DONNA WANAMAKER

    Executive Vice PresidentCRD 4563840

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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