$15.6M Total AUM
$15.6M Disc. AUM
-- 3Y CAGR
2 Employees
88 ADV. Clients
18 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Interactive Brokers · SSG
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-01-2007
- Office Locations
- 1
Office Locations
-- Galena OH
About Peak Financial Partners, LLC
Peak Financial Partners, LLC is a Galena-based RIA. The firm has been operating for 18 years. Managing $15.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Interactive Brokers.
Team overview
-- AVG AGE
$15.6M AVG AUM / ADVISOR
$177.3K AVG AUM / CLIENT
14.2 yrs AVG TENURE
2 Employees
1 Advisory Reps
0 RIA Reps
18yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
J
JENNIFER ROELL
Chief Financial Officer
- CRD
- --
- Ownership
- 50% but less than 75%
Available
Available
Available
RICHARD JOHN ROELL
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #2147272
- Ownership
- 50% but less than 75%
Available
Available
Available
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $15,600,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $15,600,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing