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David Paul Kocsis

PEAK WEALTH SOLUTIONS, INC.·PEPPER PIKE, Ohio
Unclaimed Profile
30195 CHAGRIN BLVD., PEPPER PIKE, OH 44124CRD# 4203137Firm CRD# 127391
01

About

David Paul Kocsis is a registered financial advisor based in PEPPER PIKE, Ohio, affiliated with PEAK WEALTH SOLUTIONS, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PEAK WEALTH SOLUTIONS, INC.
PEAK WEALTH SOLUTIONS
AUM
$658M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at PEAK WEALTH SOLUTIONS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SEMINAR FEES
Regulatory
SEC/IARD CRD# 4203137
Firm CRD# 127391
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Paul Kocsis offer?
David Paul Kocsis specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are David Paul Kocsis's credentials?
David Paul Kocsis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Paul Kocsis located?
David Paul Kocsis is based in PEPPER PIKE, Ohio, working with PEAK WEALTH SOLUTIONS, INC.. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.
How does David Paul Kocsis charge for services?
David Paul Kocsis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: seminar fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK WEALTH SOLUTIONS, INC.?
PEAK WEALTH SOLUTIONS, INC. has approximately 11 employees and manages $658M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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