AdvisorOS Directory
Claim Profile
KV

Kathleen Jessica Villegas

OLD PEAK FINANCE LLC·CHAPEL HILL, North Carolina
Unclaimed Profile
100 EUROPA DRIVE, CHAPEL HILL, NC 27517CRD# 6858158Firm CRD# 154804
01

About

Kathleen Jessica Villegas is a registered financial advisor based in CHAPEL HILL, North Carolina, affiliated with OLD PEAK FINANCE 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
OLD PEAK FINANCE LLC
OLD PEAK FINANCE
AUM
$472M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at OLD PEAK FINANCE LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6858158
Firm CRD# 154804
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CHAPEL HILL?

Browse all registered financial advisors in CHAPEL HILL, North Carolina or claim this profile if it's yours.

Browse CHAPEL HILL AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kathleen Jessica Villegas offer?
Kathleen Jessica Villegas specializes in Financial Planning, Investment Management. Contact their office in CHAPEL HILL, North Carolina for a consultation.
What are Kathleen Jessica Villegas's credentials?
Kathleen Jessica Villegas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kathleen Jessica Villegas located?
Kathleen Jessica Villegas is based in CHAPEL HILL, North Carolina, working with OLD PEAK FINANCE LLC. Their office serves clients in the CHAPEL HILL metropolitan area and surrounding communities.
How does Kathleen Jessica Villegas charge for services?
Kathleen Jessica Villegas'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 OLD PEAK FINANCE LLC?
OLD PEAK FINANCE LLC has approximately 10 employees and manages $472M 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 at OLD PEAK FINANCE LLC

Theodore Richard Waechter
CHAPEL HILL, NC

More Advisors in CHAPEL HILL, North Carolina

Lister Delgado
IDEA FUND PARTNERS, LLC·CHAPEL HILL, NC
Maxime Bonjean
ETON ADVISORS GROUP, LLC·CHAPEL HILL, NC
Nathaniel Duffee Brown
RAVEN ROCK CAPITAL MANAGEMENT, LLC·CHAPEL HILL, NC
Andrew William Blass
ATLANTIC PRIVATE WEALTH, LLC·CHAPEL HILL, NC
Edwin Stuart Powell
TRUEBRIDGE CAPITAL PARTNERS LLC·CHAPEL HILL, NC
Hannah Pinckney Mcmanus
TEAM WEALTH PLANNING AND MANAGEMENT, INC.·CHAPEL HILL, NC

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)DURHAM (111)ASHEVILLE (94)WINSTON-SALEM (76)WILMINGTON (48)CARY (30)CORNELIUS (23)MATTHEWS (19)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideDURHAM GuideASHEVILLE Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Request removal of this profile