Post Investment Management
Post Investment Management (CRD# 115587) is a financial advisory firm headquartered in , . They manage $26,875,133 in 97 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Post Investment Management
By the Numbers
-
Total Assets Under Management27MILLION
-
Total Number of Accounts97ACCOUNTS
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Average Account Value$277,063
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NY, VT
Financial Advisors at Post Investment Management
1
Peter Post (CRD# 2699571) is an Investment Advisor Representative working at Post Investment Management in Charlotte, VT and has over 27 years of experience in the finance industry.
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