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Building 2PELTOMA CAPITAL PARTNERS

Map pin
Phone937-416-5966
NotebookSEC #801-132242
Total AUM
$168.9M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
937-416-5966
Other Offices
1

ReceiptFinancials

Total AUM
$168.9M
Accounts
73
Discretionary
$168.9M
Accounts
73
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
25
AUM
$12.6M
HNW Individual Clients
48
AUM
$156.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMTNCORTXVA

HandshakeAffiliates

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

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