OLD PEAK FINANCE LLC

OLD PEAK FINANCE
CHAPEL HILL, North Carolina·2 registered advisors·CRD# 154804
SEC# 801-1099680919 459 8181
01

Firm Overview

AUM
$472M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at OLD PEAK FINANCE LLC

2 registered advisors
Kathleen Jessica Villegas
CHAPEL HILL, North Carolina
Theodore Richard Waechter
CHAPEL HILL, North Carolina
05

Office Locations

CHAPEL HILL, North Carolina
2 advisors

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Data sourced from SEC Form ADV filings. OLD PEAK FINANCE LLC (CRD# 154804) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.