Overview
Assets Under Management: $405 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 144
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,477
Discretionary Accounts: 1,477
Regulatory Filings
CRD Number: 110559
Last Filing Date: 2024-03-20 00:00:00
Website: https://peak-financial.com