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John Thomas Garrity

PEAK WEALTH MANAGEMENT LLC·NASHUA, New Hampshire
Unclaimed Profile
20 TRAFALGAR SQ, NASHUA, NH 03063CRD# 4466382Firm CRD# 281036
01

About

John Thomas Garrity is a registered financial advisor based in NASHUA, New Hampshire, affiliated with PEAK WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEAK WEALTH MANAGEMENT LLC
PEAK WEALTH MANAGEMENT LLC
AUM
$120M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PEAK WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4466382
Firm CRD# 281036
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Thomas Garrity offer?
John Thomas Garrity specializes in Financial Planning, Investment Management. Contact their office in NASHUA, New Hampshire for a consultation.
What are John Thomas Garrity's credentials?
John Thomas Garrity is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Thomas Garrity located?
John Thomas Garrity is based in NASHUA, New Hampshire, working with PEAK WEALTH MANAGEMENT LLC. Their office serves clients in the NASHUA metropolitan area and surrounding communities.
How does John Thomas Garrity charge for services?
John Thomas Garrity's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK WEALTH MANAGEMENT LLC?
PEAK WEALTH MANAGEMENT LLC has approximately 3 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in New Hampshire
PORTSMOUTH (114)BEDFORD (41)CONCORD (40)MANCHESTER (39)HANOVER (37)
City Guides
PORTSMOUTH GuideBEDFORD GuideCONCORD GuideMANCHESTER GuideHANOVER Guide
Research
Advisor Fees in New HampshireNational Fee Analysis
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