Overview
Assets Under Management: $264 million
Headquarters: TOWSON, MD
High-Net-Worth Clients: 84
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.26
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,028
Discretionary Accounts: 1,010
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 120139
Last Filing Date: 2025-03-05 00:00:00
Website: https://peakeadvisors.com