Post Investment Management

Post Investment Management (CRD# 115587) is a financial advisory firm headquartered in , . They manage $17,188,787 in 122 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $140,892
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NY, VT

Financial Advisors at Post Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
Peter W. Post
CRD#: 2699571
Charlotte, VT
93
Wealthminder
score

Peter Post (CRD# 2699571) is an Investment Advisor Representative working at Post Investment Management in Charlotte, VT and has over 21 years of experience in the finance industry.

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