Overview
Assets Under Management: $789 million
Headquarters: PEPPER PIKE, OH
High-Net-Worth Clients: 273
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 273
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.11
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,040
Discretionary Accounts: 2,009
Non-Discretionary Accounts: 31
Regulatory Filings
CRD Number: 127391
Filing ID: 1942083
Last Filing Date: 2025-03-21 20:41:00
Website: https://retirepeak.com