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46 PEAKS INVESTMENT ADVISORY GROUP
760 Newtown Yardley Road
Suite 114
Newtown, Pennsylvania 18940
Tel: 215-497-8310
About 46 PEAKS INVESTMENT ADVISORY GROUP
46 PEAKS INVESTMENT ADVISORY GROUP, formally registered with the SEC as 46 PEAKS INVESTMENT ADVISORY GROUP. The firm was established in 01/10/2020. They have over 3 offices throughout the country.
46 PEAKS INVESTMENT ADVISORY GROUP is a Newtown, Pennsylvania based Financial Planning firm with nearly $197,578,430 assets under management, offering retirement planning & investment advisory services to 392 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 306902 |
| SEC# | 801-117945 |
| Assets Managed by Firm | $197,578,430 |
| No. of Clients | 392 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 392 | $197,578,430 |
| Individuals (other than high net worth individuals) | 49 | $23,956,521 |
| High net worth individuals | 70 | $172,736,517 |
| Pension and profit sharing plans | Fewer than 5 clients | $885,392 |
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