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PEAK WEALTH SOLUTIONS
Tel: 216-370-7887
30195 Chagrin Blvd. Suite 360
Pepper Pike, Ohio 44124
PEAK WEALTH SOLUTIONS
PEAK WEALTH SOLUTIONS is a Pepper Pike, Ohio based financial advisory firm with nearly $657,775,000 in assets under management and provides investment advisory services for 2012 clients. There are currently 11 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Education seminars/workshops
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees, Other (SEMINAR FEE
Firm CRD#:
127391
SEC#:
801-71071
No. of Clients:
2012
Assets under Management
$657,775,000
No. of Advisors:
11
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