Washington Peak Investment Advisors LLC
Washington Peak Investment Advisors LLC (CRD# 289052) is a financial advisory firm headquartered in Waterville Valley, NH. They manage $37,645,795 in 40 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Washington Peak Investment Advisors LLC
By the Numbers
-
Total Assets Under Management38MILLION
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$941,145
Compensation Options
- A percentage of assets under your management
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, NJ, NY
Financial Advisors at Washington Peak Investment Advisors LLC
1
Andrew Parlin (CRD# 4369566) is an Investment Advisor Representative working at Washington Peak Investment Advisors LLC in Silver Bay, NY and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.