Peter WileyCRD Number: 2307558
Current Firm: West Branch Capital LLC
Peter Wiley (CRD# 2307558) is an Investment Advisor Representative working at West Branch Capital LLC in Hingham, MA and has 1 year of experience in the finance industry.
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
Claybrook Capital, LLC
|West Branch Capital LLC||Amherst, MA||Sep 2013 - Current||8|
|Blaine Capital Advisors LLC||Hingham, MA||Mar 2011 - Jun 2013||2|
Total Assets Under Management440MILLIONS
Total Number of Accounts1,158ACCOUNTS
Average Account Value$379,878
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CO, CT, FL, LA, MA, NC, NH, NY, OH, RI, TX, VA
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