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46 PEAKS INVESTMENT ADVISORY GROUP
Tel: 215-497-8310
760 Newtown Yardley Road Suite 114
Newtown, Pennsylvania 18940
46 PEAKS INVESTMENT ADVISORY GROUP
46 PEAKS INVESTMENT ADVISORY GROUP is a Newtown, Pennsylvania based financial advisory firm with nearly $197,578,430 in assets under management and provides investment advisory services for 392 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
306902
SEC#:
801-117945
No. of Clients:
392
Assets under Management
$197,578,430
No. of Advisors:
4
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