Overview
Assets Under Management: $352 million
Headquarters: PLYMOUTH, MI
High-Net-Worth Clients: 97
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 97
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 51.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,788
Discretionary Accounts: 1,788
Regulatory Filings
CRD Number: 166944
Last Filing Date: 2025-02-25 00:00:00
Website: https://peakwm.com