1880 Mackenzie Drive
Suite #100
Columbus, Ohio 43220
Tel: (614) 457-6855
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.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 315241 |
| SEC# | 801-121815 |
| Assets Managed by Firm | $130,438,190 |
| No. of Clients | 443 |
| No. of Advisors | 3 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 443 | $130,438,190 |
| Individuals (other than high net worth individuals) | 137 | $35,709,917 |
| High net worth individuals | 34 | $94,728,273 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Columbus, Ohio