PELOTON EQUITY LLC

GREENWICH, Connecticut·1 registered advisor·CRD# 301543
SEC# 801-1171390203-532-8011
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
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.