AdvisorOS Directory
Claim Profile
SP

Susan Jean Peakall

NORTH POINT ADVISORS·SAN RAMON, California
Unclaimed Profile
2603 CAMINO RAMON, SAN RAMON, CA 94583CRD# 2695243Firm CRD# 131240
01

About

Susan Jean Peakall is a registered financial advisor based in SAN RAMON, California, affiliated with NORTH POINT ADVISORS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Wealth Management
Client Types

Client type data will be added during profile enrichment.

03

Firm Overview

Firm
NORTH POINT ADVISORS
NORTH POINT ADVISORS
AUM
$200M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at NORTH POINT ADVISORS →
Services
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2695243
Firm CRD# 131240
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN RAMON?

Browse all registered financial advisors in SAN RAMON, California or claim this profile if it's yours.

Browse SAN RAMON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Susan Jean Peakall offer?
Susan Jean Peakall specializes in Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Susan Jean Peakall's credentials?
Susan Jean Peakall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Jean Peakall located?
Susan Jean Peakall is based in SAN RAMON, California, working with NORTH POINT ADVISORS. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Susan Jean Peakall charge for services?
Susan Jean Peakall's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NORTH POINT ADVISORS?
NORTH POINT ADVISORS has approximately 6 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SAN RAMON
Franklin C. Newsom — PRESIDIUM PARTNERS, LLCDennis Lin Chen — GPS CAPITAL MANAGEMENT, LLCBlake William Daniels — PROSPERITY WEALTH MANAGEMENT, INC.Gregory John Bentley — PROSPERITY WEALTH MANAGEMENT, INC.John D Nguyen — JDN CAPITAL MANAGEMENT, L.P.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile