P
$8.7M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
24 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Tiaa
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-19-2002
- Office Locations
- 1
Office Locations
4600 Rockside RD Suite 100 Independence OH
About Peck & Associates, LLC
Peck & Associates, LLC is a fee-only wealth management firm in Ohio providing investment advisory, financial planning, and family office-style services. The practice emphasizes asset allocation, with portfolios that include ETFs and fixed income. Led by President Paula S. Peck, the firm supports advisory clients via an online account-access portal (BridgePortfolio) and uses Charles Schwab & Co. as a primary custodian.
Team overview
65 AVG AGE
$8.7M AVG AUM / ADVISOR
$309.4K AVG AUM / CLIENT
23.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
24yrs Firm Age
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Asset Classes
Glacier Pioneer unison Radial Matrix harbor Ridge capital Zenith beacon
Client Personas
Element vector
Custodian
Optima frontier Ember oak North north Signal
Investment Themes
Vector
Investment Vehicles
Insight
Services
Unison unison Focus frontier Oak fusion
Owner & Executives
P
PAULA S. PECK
President
- CRD
- #4549375
- Ownership
- 75% or more
(351) 918-4721
capital.frontier@signalcapital.com
in linkedin.com/in/glacier-glacier
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $8,663,229 | -- |
| Total | $8,663,229 | -- |
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Separately Managed Accounts
Total SMA Asset: $8,663,229
Equity - Exchange:
6.9% Cash:
14.4% U.S. Government/Agency:
23.1% Corporate - Investment Grade:
25.5% Municipal Bonds:
30.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $573,499,227 | 6.9% |
| Cash | $1,196,867,953 | 14.4% |
| U.S. Government/Agency | $1,919,975,674 | 23.1% |
| Corporate - Investment Grade | $2,119,453,667 | 25.5% |
| Municipal Bonds | $2,501,786,485 | 30.1% |
| Total | $8,311,583,006 | 100.0% |