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James Dorr Drake

TWIN CAPITAL MANAGEMENT INC·MCMURRAY, Pennsylvania
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3244 WASHINGTON RD, MCMURRAY, PA 15317-3153CRD# 4348258Firm CRD# 104748
01

About

James Dorr Drake is a registered financial advisor based in MCMURRAY, Pennsylvania, affiliated with TWIN CAPITAL MANAGEMENT INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
TWIN CAPITAL MANAGEMENT INC
TWIN CAPITAL MANAGEMENT INC
AUM
$785M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at TWIN CAPITAL MANAGEMENT INC →
Services
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4348258
Firm CRD# 104748
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Dorr Drake offer?
James Dorr Drake specializes in Investment Management, Wealth Management. Contact their office in MCMURRAY, Pennsylvania for a consultation.
What are James Dorr Drake's credentials?
James Dorr Drake is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Dorr Drake located?
James Dorr Drake is based in MCMURRAY, Pennsylvania, working with TWIN CAPITAL MANAGEMENT INC. Their office serves clients in the MCMURRAY metropolitan area and surrounding communities.
How does James Dorr Drake charge for services?
James Dorr Drake's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TWIN CAPITAL MANAGEMENT INC?
TWIN CAPITAL MANAGEMENT INC has approximately 8 employees and manages $785M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in MCMURRAY
Geoffrey Gerber — TWIN CAPITAL MANAGEMENT INCJames Austin Wilding — CONFLUENCE WEALTH SERVICES, INC.Gregory Joseph Weimer — CONFLUENCE WEALTH SERVICES, INC.Gregory Joseph Weimer — CONFLUENCE WEALTH SERVICES, INC.Kathleen Ann Thornhill — CONFLUENCE WEALTH SERVICES, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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