Northpeak Financial, Inc.

Northpeak Financial, Inc. (CRD# 142970) is a financial advisory firm headquartered in Frederick, MD. They manage $11,927,506 in 93 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    93
    ACCOUNTS
  • Average Account Value
    $128,253
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
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Northpeak Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Willard K. Howard
CRD#: 2027634
Gaithersburg, MD
93
Wealthminder
score

Willard Howard (CRD# 2027634) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Gaithersburg, MD and has over 15 years of experience in the finance industry.

2
Jason C. Cox
CRD#: 2998112
120 W. Church Street, Suite 1e, Frederick, MD 21701
69
Wealthminder
score

Jason Cox (CRD# 2998112) is an Investment Advisor Representative working at Northpeak Financial, Inc. in Frederick, MD and has over 16 years of experience in the finance industry.

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