Washington Peak Investment Advisors LLC

Washington Peak Investment Advisors LLC (CRD# 289052) is a financial advisory firm headquartered in Waterville Valley, NH. They manage $37,645,795 in 40 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
31 Village Road, Suite 6, Waterville Valley, NH 03215
http://www.washingtonpeak.com
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $941,145
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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.

FL, MA, NH, NJ, NY

Financial Advisors at Washington Peak Investment Advisors LLC
Showing 1 - 1 of 1 top financial advisors.
1
Andrew Parlin, financial advisor Silver Bay NY
Andrew S. Parlin
CRD#: 4369566
Silver Bay, NY

Andrew Parlin (CRD# 4369566) is an Investment Advisor Representative working at Washington Peak Investment Advisors LLC in Silver Bay, NY and has over 7 years 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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