Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > texas > plano > PEB CAPITAL MANAGEMENT LLC
PEB CAPITAL MANAGEMENT LLC
1880 Mackenzie Drive
Suite #100
Columbus, Ohio 43220
Tel: (614) 457-6855
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 Status | Approved |
|---|---|
| Firm CRD# | 315241 |
| SEC# | 801-121815 |
| Assets Managed by Firm | $130,438,190 |
| No. of Clients | 443 |
| No. of Advisors | 3 |
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 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 |
More Retirement Planning firms in Columbus, Ohio:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $749,622,475,396 | 1153 | 1166 | |
| $298,729,428,900 | 360116 | 4065 | |
| $151,257,095,924 | 2923 | 481 | |
| $141,927,200,000 | 158 | 1036 | |
| $118,041,119,970 | 827 | 319 |
Explore More Retirement Advisors in Columbus, Ohio