Overview
Assets Under Management: $198 million
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 82
Average Client Assets: $2 million
Frequently Asked Questions
46 PEAKS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #306902), 46 PEAKS LLC is subject to fiduciary duty under federal law.
46 PEAKS LLC is headquartered in NEWTOWN, PA.
46 PEAKS LLC serves 82 high-net-worth clients according to their SEC filing dated March 22, 2024. View client details ↓
According to their SEC Form ADV, 46 PEAKS LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
46 PEAKS LLC manages $198 million in client assets according to their SEC filing dated March 22, 2024.
According to their SEC Form ADV, 46 PEAKS LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 82
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.32
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 392
Regulatory Filings
CRD Number: 306902
Last Filing Date: 2024-03-22 00:00:00
Website: https://46peaks.com