Northpeak Financial, Inc.

Northpeak Financial, Inc. (CRD# 142970) is a financial advisory firm headquartered in Frederick, MD. They manage $30,835,979 in 238 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
50 Carroll Creek Way, Suite 220, Frederick, MD 21701
https://www.northpeakfinancial.com/
By the Numbers
  • Total Assets Under Management
    31
    MILLION
  • Total Number of Accounts
    238
    ACCOUNTS
  • Average Account Value
    $129,563
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, VA

Financial Advisors at Northpeak Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Jason Cox, financial advisor Frederick MD
Jason C. Cox
CRD#: 2998112
50 Carroll Creek Way, Suite 220, Frederick, MD 21701

Jason Cox (CRD# 2998112) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Frederick, MD and has over 23 years of experience in the finance industry.

2
Christopher Rhoads, financial advisor Frederick MD
Christopher Rhoads
CRD#: 6783716
50 Carroll Creek Way, Suite 220, Frederick, MD 21701

Christopher Rhoads (CRD# 6783716) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Frederick, MD and has over 7 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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