Overview
Assets Under Management: $131 million
High-Net-Worth Clients: 48
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.40
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 120
Discretionary Accounts: 120
Regulatory Filings
CRD Number: 157407
Last Filing Date: 2025-02-12 00:00:00
Website: https://peckwealth.com