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Emily Jeanne Cooney

PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.·VILLANOVA, Pennsylvania
Unclaimed Profile
797 E LANCASTER AVE, STE 200, VILLANOVA, PA 19085CRD# 7990212Firm CRD# 281131
01

About

Emily Jeanne Cooney is a registered financial advisor based in VILLANOVA, Pennsylvania, affiliated with PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
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Firm Overview

Firm
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
AUM
$353M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. →
Services
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7990212
Firm CRD# 281131
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Emily Jeanne Cooney offer?
Emily Jeanne Cooney specializes in Retirement Planning. Contact their office in VILLANOVA, Pennsylvania for a consultation.
What are Emily Jeanne Cooney's credentials?
Emily Jeanne Cooney is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Jeanne Cooney located?
Emily Jeanne Cooney is based in VILLANOVA, Pennsylvania, working with PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.. Their office serves clients in the VILLANOVA metropolitan area and surrounding communities.
How does Emily Jeanne Cooney charge for services?
Emily Jeanne Cooney's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.?
PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C. has approximately 4 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in VILLANOVA
Gregory Clarence Case — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.Michael Anthony Todd — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.William Scott Warren — MILESTONE PARTNERS MANAGEMENT CO., L.P.John P Shoemaker — MILESTONE PARTNERS MANAGEMENT CO., L.P.James Cameron Billmyer — PEAKEQUITY PARTNERS MANAGEMENT CO., L.L.C.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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