46 Peaks Investment Advisory Group

46 Peaks Investment Advisory Group (CRD# 306902) is a financial advisory firm headquartered in Newtown, PA. They manage $197,578,430 in 392 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
760 Newtown Yardley Road, Suite 114, Newtown, PA 18940
http://www.46peaks.com
By the Numbers
  • Total Assets Under Management
    198
    MILLION
  • Total Number of Accounts
    392
    ACCOUNTS
  • Average Account Value
    $504,027
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NJ, NY, PA, TX

Financial Advisors at 46 Peaks Investment Advisory Group
Showing 1 - 3 of 3 top financial advisors.
1
Louis Fancher, financial advisor Newtown PA
Louis C. Fancher
CRD#: 2772262
760 Newtown Yardley Road, Suite 114, Newtown, PA 18940

Louis Fancher (CRD# 2772262) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 27 years of experience in the finance industry.

2
Brad Heindel, financial advisor Newtown PA
Brad K. Heindel
CRD#: 3078426
760 Newtown Yardley Road, Suite 114, Newtown, PA 18940

Brad Heindel (CRD# 3078426) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 25 years of experience in the finance industry.

3
Erik Mosholt, financial advisor Newtown PA
Erik N. Mosholt
CRD#: 2016965
760 Newtown Yardley Road, Suite 114, Newtown, PA 18940

Erik Mosholt (CRD# 2016965) is an Investment Advisor Representative working at 46 Peaks Investment Advisory Group in Newtown, PA and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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