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OLD PEAK FINANCE
100 Europa Drive
Suite 410
Chapel Hill, North Carolina 27517
Tel: 919 459 8181
About OLD PEAK FINANCE
OLD PEAK FINANCE, formally registered with the SEC as OLD PEAK FINANCE. The firm was established in 02/14/2017. They have over 1 offices throughout the country.
OLD PEAK FINANCE is a Chapel Hill, North Carolina based Financial Planning firm with nearly $471,875,202 assets under management, offering retirement planning & investment advisory services to 600 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154804 |
| SEC# | 801-109968 |
| Assets Managed by Firm | $471,875,202 |
| No. of Clients | 600 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 600 | $471,875,202 |
| Individuals (other than high net worth individuals) | 73 | $20,930,358 |
| High net worth individuals | 81 | $444,879,264 |
| Charitable organizations | 1 | $1,516,955 |
| Corporations or other businesses | 1 | $4,548,625 |
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|---|---|---|---|
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