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Peter Edward O'rourke

TAX EQUITY ADVISORS, LLC·WASHINGTON, District of Columbia
Clean recordTAX EQUITY ADVISORS, LLC
1133 19TH STREET, NW,, WASHINGTON, DC 20036CRD# 6722650Firm CRD# 285849

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter Edward O'rourke · WASHINGTON, DC
Registration
CRD #6722650 · TAX EQUITY ADVISORS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Peter Edward O'rourke is a registered financial advisor based in WASHINGTON, District of Columbia, affiliated with TAX EQUITY ADVISORS, LLC. 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.

Introduction

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03

Firm Overview

Firm
TAX EQUITY ADVISORS, LLC
TAX EQUITY ADVISORS, LLC
AUM
$400M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at TAX EQUITY ADVISORS, LLC →
Services
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Other: COMMITMENT FEE AND ORGANIZATION FEES
Regulatory
SEC/IARD CRD# 6722650
Firm CRD# 285849
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Peter Edward O'rourke offer?
Peter Edward O'rourke specializes in Wealth Management. Contact their office in WASHINGTON, District of Columbia for a consultation.
What are Peter Edward O'rourke's credentials?
Peter Edward O'rourke is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter Edward O'rourke located?
Peter Edward O'rourke is based in WASHINGTON, District of Columbia, working with TAX EQUITY ADVISORS, LLC. Their office serves clients in the WASHINGTON metropolitan area and surrounding communities.
How does Peter Edward O'rourke charge for services?
Peter Edward O'rourke's firm is compensated through percentage of aum, other: commitment fee and organization fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is TAX EQUITY ADVISORS, LLC?
TAX EQUITY ADVISORS, LLC has approximately 5 employees and manages $400M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at TAX EQUITY ADVISORS, LLC

Jonathan Moses Silver
WASHINGTON, DC
Joni Marie Hallauer
WASHINGTON, DC
Morgan Woodside Wright
WASHINGTON, DC

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