Peltoma Capital Partners
Peltoma Capital Partners (CRD# 325138) is a financial advisory firm headquartered in , . They manage $63,350,350 in 224 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Peltoma Capital Partners
By the Numbers
-
Total Assets Under Management63MILLION
-
Total Number of Accounts224ACCOUNTS
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Average Account Value$282,814
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MT, TX
Financial Advisors at Peltoma Capital Partners
1
Rubin Miller (CRD# 6351574) is an Investment Advisor Representative working at Peltoma Capital Partners in Austin, TX and has over 8 years of experience in the finance industry.
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