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Financial Advisor
North Carolina
Chapel Hill
OLD PEAK FINANCE

OLD PEAK FINANCE

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

About 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
Firm CRD#:

154804

Firm SEC#:

801-109968

Assets Under Management:

$471,875,202

No. of Clients:

600

Advisory Services Provided:

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

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