$28.1M Total AUM
$28.1M Disc. AUM
-- 3Y CAGR
3 Employees
75 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- Optima crestZenith beacon +more
- Established Date
- 09-15-2021
- Office Locations
- 1
Office Locations
1213 Laskin RD Suite 107 Virginia Beach VA
About Peacelink Financial Planning
PeaceLink Financial Planning is a Virginia Beach RIA focused on financial planning for REALTORS® and self-employed professionals. The firm helps clients structure their businesses, optimize taxes, manage cash flow, and build retirement and insurance “benefits” plans, with investment implementation primarily through diversified public funds including ETFs. Custody includes Charles Schwab and Altruist.
Team overview
31 AVG AGE
$14.0M AVG AUM / ADVISOR
$374.4K AVG AUM / CLIENT
3.4 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
4yrs Firm Age
Insights
Unlock to compare peer behavior around matrix momentum.
Unlock to see real insight on crest harbor.
Upgrade to reveal position-level detail across ember vital.
Unlock to compare peer behavior around pioneer legacy.
Open the full profile to inspect shifts in vector summit.
Premium access reveals conviction themes in ember timber.
Upgrade to reveal position-level detail across harbor quantum.
Unlock to compare peer behavior around signal focus.
Asset Classes
Legacy Insight bridge Matrix pioneer
Client Personas
Matrix ember Beacon
Custodian
Zenith summit Pioneer
Investment Themes
Alpha glacier North
Investment Vehicles
Element
Services
Eagle summit Unison oak Foundation vital Momentum eagle Atlas Element Legacy north Prime foundation
Technology
Eagle fusion Matrix Foundation timber Pathway atlas Capital value Legacy
Owner & Executives
L
LELAND MARSHALL GROSS
Chief Compliance Officer, Founder
- CRD
- #6502352
- Ownership
- 75% or more
(300) 845-3550
alpha.timber@valuecapital.com
in linkedin.com/in/vital-insight
Showing 1 of 1 owners & executives
Unlock allContacts
C
CODY Wayne HAWKINS
Financial Advisor
- CRD
- #7268283
(424) 708-3040
oak.bridge@bridgecapital.com
in linkedin.com/in/vector-insight
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,078,692 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,078,692 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $28,078,692
Public Funds:
37.5% Equity - Exchange:
24.3% U.S. Government/Agency:
38.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,144,850,510 | 37.5% |
| Equity - Exchange | $1,389,863,130 | 24.3% |
| U.S. Government/Agency | $2,184,887,719 | 38.2% |
| Total | $5,719,601,359 | 100.0% |