CRD: 142970

Northpeak Financial, Inc.

Frederick, MD, 21701

(240) 515-0113

$66.8M Total AUM

$65.7M Disc. AUM

-- 3Y CAGR

3 Employees

163 ADV. Clients

19 yrs Firm Age

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Firm Details

Custodian: Altruist · Charles Schwab & Company · Lincoln Financial · Prudential · TD Ameritrade
Clients: Retail
Platforms: --
Established Date: 03-27-2007
Office Locations: 1

Office Locations

50 Carroll Creek WAY Suite 220 Frederick MD

About Northpeak Financial, Inc.

Northpeak Financial, Inc. is a Frederick-based RIA. The firm has been operating for 19 years. Managing $66.8M in total assets under management, with 2 advisory representatives. They custody assets with Altruist and Charles Schwab & Company.

Team overview

50 AVG AGE

$33.4M AVG AUM / ADVISOR

$409.7K AVG AUM / CLIENT

5.3 yrs AVG TENURE

3 Employees

2 Advisory Reps

2 RIA Reps

19yrs Firm Age

Insights

Available

Asset Classes

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Investment Themes

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Investment Vehicles

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Services

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Owner & Executives

JASON CHARLES COX

Financial Advisor, President

CRD: #2998112
Ownership: 75% or more

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Contacts

Christopher Rhoads

CRD: #6783716

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Assets Under Management

Total AUM

Discretionary

Non-Discretionary

No AUM history available

Category	Assets	AVG. Account size
Discretionary	$65,697,080	--
Non-Discretionary	$1,088,643	--
Total	$66,785,723	--

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Separately Managed Accounts

Total SMA Asset: Available

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Equity - Exchange:

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Cash:

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Corporate - Investment Grade:

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Asset class	Assets	Assets %
Equity - Exchange	Available	Available
Cash	Available	Available
Corporate - Investment Grade	Available	Available
Total	Available	Available

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Northpeak Financial, Inc.

Firm Details

Office Locations

About Northpeak Financial, Inc.

Team overview

Insights

Asset Classes

Investment Themes

Investment Vehicles

Services

Owner & Executives

Contacts

Assets Under Management

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Separately Managed Accounts

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