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OLD PEAK FINANCE

Tel: 919 459 8181
100 Europa Drive
Suite 410
Chapel Hill, North Carolina  27517

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OLD PEAK FINANCE

OLD PEAK FINANCE is a Chapel Hill, North Carolina based financial advisory firm with nearly $471,875,202 in assets under management and provides investment advisory services for 600 clients. There are currently 10 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

154804

SEC#:

801-109968

No. of Clients:

600

Assets under Management

$471,875,202

No. of Advisors:

10

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