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Building 2PEAK FINANCIAL MANAGEMENT INC

Map pinWELLESLEY, MA
Phone(781) 487-9500
NotebookSEC #801-39737
Total AUM
$534.4M
Employees
9
Clients
354

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
93 WORCESTER STREET
SUITE 101
WELLESLEY
MA 02481
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(781) 487-9500
Other Offices
9

ReceiptFinancials

Total AUM
$534.4M
Accounts
1,696
Discretionary
$534.4M
Accounts
1,696
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
192
AUM
$67.3M
HNW Individual Clients
161
AUM
$461.5M
Pension/Profit Sharing Plan Clients
1
AUM
$5.6M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMAMENHNJNYRITX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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