Peak Wealth Group LLC
Peak Wealth Group LLC (CRD# 150003) is a financial advisory firm headquartered in Saint Augustine, FL. They manage $30,314,531 in 241 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Peak Wealth Group LLC
By the Numbers
-
Total Assets Under Management30MILLION
-
Total Number of Accounts241ACCOUNTS
-
Average Account Value$125,786
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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, MO, NC
Financial Advisors at Peak Wealth Group LLC
1
Allan Harkness (CRD# 4548900) is an Investment Advisor Representative working at Peak Wealth Group LLC in Saint Augustine, FL and has over 21 years of experience in the finance industry.
2
Andrew Lynch (CRD# 5903027) is an Investment Advisor Representative working at Peak Wealth Group LLC in Wake Forest, NC and has over 12 years of experience in the finance industry.
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