46 PEAKS LLC

46 PEAKS INVESTMENT ADVISORY GROUP
NEWTOWN, Pennsylvania·4 registered advisors·CRD# 306902
SEC# 801-1179452215-497-8310
01

Firm Overview

AUM
$198M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
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 PlanningInvestment ManagementWealth Management
04

Advisors at 46 PEAKS LLC

4 registered advisors
Brad Kenneth Heindel
NEWTOWN, Pennsylvania
CFP
Erik Nmn Mosholt
NEWTOWN, Pennsylvania
CFP
Linda Christine Valente
NEWTOWN, Pennsylvania
Louis Clay Fancher
NEWTOWN, Pennsylvania
CFPChFC
05

Office Locations

NEWTOWN, Pennsylvania
4 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.