Old Peak Finance

Old Peak Finance (CRD# 154804) is a financial advisory firm headquartered in Chapel Hill, NC. They manage $471,875,202 in 600 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
100 Europa Drive, Suite 410, Chapel Hill, NC 27517
https://oldpeakfinance.com
By the Numbers
  • Total Assets Under Management
    472
    MILLION
  • Total Number of Accounts
    600
    ACCOUNTS
  • Average Account Value
    $786,459
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, MI, NC, NY, TX

Financial Advisors at Old Peak Finance
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Routh, financial advisor Chapel Hill NC
Daniel A. Routh
CRD#: 6062132
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Daniel Routh (CRD# 6062132) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry.

2
Molly Stanifer, financial advisor Chapel Hill NC
Molly K. Stanifer
CRD#: 5094287
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Molly Stanifer (CRD# 5094287) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has over 16 years of experience in the finance industry.

3
Erin Vickery, financial advisor Chapel Hill NC
Erin A. Vickery
CRD#: 6723556
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Erin Vickery (CRD# 6723556) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has over 7 years of experience in the finance industry.

4
Theodore Waechter, financial advisor Chapel Hill NC
Theodore R. Waechter
CRD#: 1161662
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Theodore Waechter (CRD# 1161662) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has over 18 years of experience in the finance industry.

5
Danielle Hochstetter, financial advisor Chapel Hill NC
Danielle E. Hochstetter
CRD#: 7791474
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Danielle Hochstetter (CRD# 7791474) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year of experience in the finance industry.

6
Justin May, financial advisor Chapel Hill NC
Justin J. May
CRD#: 6675368
100 Europa Drive, Suite 410, Chapel Hill, NC 27517

Justin May (CRD# 6675368) is an Investment Advisor Representative working at Old Peak Finance in Chapel Hill, NC and has 1 year 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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