Drost Financial
RIASEC Registered
Total AUM
$42.7M
Discretionary
$42.7M
100% of AUM
Avg account
$186K
Accounts
229
Employees
2
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312103
- Website
- www.drostfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals52.31%
- HNWI47.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Drost Financial is an independent, individual-owned registered investment adviser that focuses on serving individuals and families. The firm provides financial planning and discretionary portfolio management for individual investors and small businesses. Its fee model mixes a percentage-of-assets approach with fixed fees. Drost Financial does not present itself as a capital allocator, does not identify as an active ESG investor, and is not structured as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Cash & Cash Equivalents6%
- Exchange Traded Equities4%
- US Government Bonds3%
Contacts
1 of 1
Steven Drost
Founder & CCOCRD 6795665
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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