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VII PEAKS CAPITAL LLC
VII PEAKS CAPITAL LLC
SANTA MONICA, California
·
5 registered advisors
·
CRD# 153825
SEC# 801-71553
0
(415) 983-0127
01
Firm Overview
AUM
$28M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (pooled investments)
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
04
Advisors at VII PEAKS CAPITAL LLC
5 registered advisors
Gurpreet Singh Chandhoke
SANTA MONICA, California
CRD# 4999369
Michelle Elaine Macdonald
SANTA MONICA, California
CRD# 5530490
Milton Rafael Balbuena
SANTA MONICA, California
CRD# 2922485
Rudolph A Galera
ORINDA, California
CRD# 2487110
Stephen Fitzgerald Shea
ORINDA, California
CRD# 3274649
05
Office Locations
SANTA MONICA, California
3 advisors
ORINDA, California
2 advisors
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Data sourced from SEC Form ADV filings. VII PEAKS CAPITAL LLC (CRD# 153825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.