46 PEAKS INVESTMENT ADVISORY GROUP
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
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
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