PEPPERTREE PARTNERS, LLC

PEPPERTREE PARTNERS
BEACHWOOD, Ohio·4 registered advisors·CRD# 111022
SEC# 802-1109361216-378-2234
01

Firm Overview

AUM
$64M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PEPPERTREE PARTNERS, LLC

4 registered advisors
Brendan Matthew White
BEACHWOOD, Ohio
Jeffrey David Meek
BEACHWOOD, Ohio
Roger Michael Lanham
BEACHWOOD, Ohio
Steven Kenneth Kreider
BEACHWOOD, Ohio
05

Office Locations

BEACHWOOD, Ohio
4 advisors

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Data sourced from SEC Form ADV filings. PEPPERTREE PARTNERS, LLC (CRD# 111022) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.