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).
Total Assets Under Management12MILLION
Total Number of Accounts93ACCOUNTS
Average Account Value$128,253
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
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.
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.