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PELOTON EQUITY LLC
PELOTON EQUITY LLC
GREENWICH, Connecticut
·
1 registered advisor
·
CRD# 301543
SEC# 801-117139
0
203-532-8011
01
Firm Overview
AUM
$437M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at PELOTON EQUITY LLC
1 registered advisor
Theodore Brewster Lundberg
GREENWICH, Connecticut
CRD# 6389298
05
Office Locations
GREENWICH, Connecticut
1 advisor
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Data sourced from SEC Form ADV filings. PELOTON EQUITY LLC (CRD# 301543) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.