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PEAK WEALTH SOLUTIONS

Tel: 216-370-7887
30195 Chagrin Blvd.
Suite 360
Pepper Pike, Ohio  44124

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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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