Mcpeake & Company LLC

Mcpeake & Company LLC (CRD# 289402) is a financial advisory firm headquartered in , . They manage $5,690,398 in 26 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.mcpeakeandcompany.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $218,861
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcpeake & Company LLC
Showing 1 - 1 of 1 top financial advisors.
1
Eileen McPeake, financial advisor Walnut Creek CA
Eileen R. McPeake
CRD#: 2175228
Walnut Creek, CA

Eileen McPeake (CRD# 2175228) is an Investment Advisor Representative working at Mcpeake & Company LLC in Walnut Creek, CA and has over 22 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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