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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- SignalTimber +more
- Established Date
- 12-21-2023
- Office Locations
- 1
Office Locations
About Peakview Strategies
Peakview Strategies is an independent, fee-only RIA providing fiduciary financial planning and wealth management. The firm builds detailed, goal-based plans covering investments, retirement/financial independence, tax and estate planning, and risk management, and can implement plan actions at a client’s discretion. Client focus includes Boeing employees, exit planners, and other professionals. Featured in Bloomberg Magazine; custody includes Schwab and Altruist.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MICHAEL A DALEY
Chief Compliance Officer, Partner
- CRD
- #6019790
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,048,533 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,048,533 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,048,533
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,222,645,155 | 32.3% |
| Cash | $3,213,545,782 | 46.7% |
| Equity - Exchange | $1,445,063,414 | 21.0% |
| Total | $6,881,254,351 | 100.0% |