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46 PEAKS LLC
46 PEAKS LLC
46 PEAKS INVESTMENT ADVISORY GROUP
NEWTOWN, Pennsylvania
·
5 registered advisors
·
CRD# 306902
SEC# 801-117945
2
215-497-8310
01
Firm Overview
AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at 46 PEAKS LLC
5 registered advisors
Brad Kenneth Heindel
NEWTOWN, Pennsylvania
CRD# 3078426
Erik Nmn Mosholt
NEWTOWN, Pennsylvania
CRD# 2016965
Lee Ann Fancher
NEWTOWN, Pennsylvania
CRD# 7209569
Linda Christine Valente
NEWTOWN, Pennsylvania
CRD# 2500447
Louis Clay Fancher
NEWTOWN, Pennsylvania
CRD# 2772262
05
Office Locations
NEWTOWN, Pennsylvania
5 advisors
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Data sourced from SEC Form ADV filings. 46 PEAKS LLC (CRD# 306902) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.