Unclaimed Profile

Lee Ann Fancher

46 PEAKS LLC·NEWTOWN, Pennsylvania

Clean record46 PEAKS LLC

760 NEWTOWN YARDLEY ROAD, NEWTOWN, PA 18940CRD# 7209569Firm CRD# 306902

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lee Ann Fancher · NEWTOWN, PA

Registration

CRD #7209569 · 46 PEAKS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Ann Fancher is a registered financial advisor based in NEWTOWN, Pennsylvania, affiliated with 46 PEAKS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

46 PEAKS LLC

46 PEAKS INVESTMENT ADVISORY GROUP

AUM

$198M

Regulatory assets under management

Employees

Total firm employees

View all advisors at 46 PEAKS LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7209569

Firm CRD# 306902

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Ann Fancher offer?

Lee Ann Fancher specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in NEWTOWN, Pennsylvania for a consultation.

What are Lee Ann Fancher's credentials?

Lee Ann Fancher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Ann Fancher located?

Lee Ann Fancher is based in NEWTOWN, Pennsylvania, working with 46 PEAKS LLC. Their office serves clients in the NEWTOWN metropolitan area and surrounding communities.

How does Lee Ann Fancher charge for services?

Lee Ann Fancher'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 46 PEAKS LLC?

46 PEAKS LLC has approximately 4 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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