DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
PEAK WEALTH MANAGEMENT LLC
Tel: 603-488-2476
20 Trafalgar Sq Suite 404
Nashua, New Hampshire 03063
PEAK WEALTH MANAGEMENT LLC
PEAK WEALTH MANAGEMENT LLC is a Nashua, New Hampshire based financial advisory firm with nearly $137,741,238 in assets under management and provides investment advisory services for 451 clients. There are currently 3 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
281036
SEC#:
801-118166
No. of Clients:
451
Assets under Management
$137,741,238
No. of Advisors:
3
More Financial Advisory Firms in Nashua, New Hampshire
| Financial Advisory Firm | Firm CRD# | No. of Advisors |
|---|---|---|
| MATRIX CAPITAL MANAGEMENT COMPANY, LP | 160066 | 18 |
| PRIME BUCHHOLZ LLC | 106455 | 129 |
| IMPAX ASSET MANAGEMENT LLC | 114335 | 113 |
| GLOBAL FOREST PARTNERS LP | 127064 | 23 |
| LAKE STREET ADVISORS | 288300 | 45 |
| WELLESLEY ASSET MANAGEMENT, INC. | 116176 | 30 |
More Firms in Nashua, New Hampshire >>