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Gregory Michael Gromek

PEAK WEALTH SOLUTIONS, INC.·PEPPER PIKE, Ohio
Unclaimed Profile
30195 CHAGRIN BLVD., PEPPER PIKE, OH 44124CRD# 4348887Firm CRD# 127391
01

About

Gregory Michael Gromek 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# 4348887
Firm CRD# 127391
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Gregory Michael Gromek offer?
Gregory Michael Gromek specializes in Financial Planning, Investment Management. Contact their office in PEPPER PIKE, Ohio for a consultation.
What are Gregory Michael Gromek's credentials?
Gregory Michael Gromek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gregory Michael Gromek located?
Gregory Michael Gromek 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 Gregory Michael Gromek charge for services?
Gregory Michael Gromek'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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