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PEB CAPITAL MANAGEMENT LLC

1880 Mackenzie Drive
Suite #100
Columbus, Ohio 43220
Tel: (614) 457-6855

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About PEB CAPITAL MANAGEMENT LLC

PEB CAPITAL MANAGEMENT LLC, formally registered with the SEC as PEB CAPITAL MANAGEMENT LLC. The firm was established in 07/22/2021. They have over 2 offices throughout the country.

PEB CAPITAL MANAGEMENT LLC is a Columbus, Ohio based Financial Planning firm with nearly $130,438,190 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#315241
SEC#801-121815
Assets Managed by Firm$130,438,190
No. of Clients443
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total443$130,438,190
Individuals (other than high net worth individuals)137$35,709,917
High net worth individuals34$94,728,273

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