Peak Point Capital Management, LLC
Peak Point Capital Management, LLC (CRD# 169315) is a financial advisory firm headquartered in East Berlin, CT. They manage $3,775,831 in 10 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management4MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$377,583
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
James Newman (CRD# 2734819) is an Investment Advisor Representative working at Peak Point Capital Management, LLC in East Berlin, CT and has over 12 years of experience in the finance industry. James Newman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.