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Building 2PEAK FINANCIAL SERVICES, INC.

Map pinNORTHBOROUGH, MA
Phone508-351-9775
NotebookSEC #801-120945
Total AUM
$150.5M
Employees
2
Clients
183

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
290 W. MAIN STREET
UNIT 5
NORTHBOROUGH
MA 01532
United States
Operating Hours
9AM TO 5:30PM
Monday - Friday
Phone
508-351-9775

ReceiptFinancials

Total AUM
$150.5M
Accounts
520
Discretionary
$150.5M
Accounts
520
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
120
AUM
$38.8M
HNW Individual Clients
63
AUM
$111.8M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MAMENH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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