46 PEAKS INVESTMENT ADVISORY GROUP - Financial Advisor in Pennsylvania, Newtown

Tel: 215-497-8310 760 Newtown Yardley Road Suite 114 Newtown, Pennsylvania 18940

About 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

Firm CRD#:

306902

Firm SEC#:

801-117945

Assets Under Management:

$197,578,430

No. of Clients:

392

No. of Advisors:

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

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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305834

801-117871

5220

$1,770,646,602

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168582

801-78880

$1,173,288,395

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108255

801-28254

$1,144,600,000

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312710

801-120407

1141

$918,779,505

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168057

801-78355

2398

$703,000,000

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801-80857

1558

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JW NOVA WEALTH PARTNERS

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Not Disclosed

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