P
CRD: 235790
Peckham, David A
Santa Barbara, CA
8055683814
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
116 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Invesco
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-18-2015
- Office Locations
- 1
Office Locations
-- Santa Barbara CA
About Peckham, David A
Peckham, David A is a Santa Barbara-based RIA. The firm has been operating for 10 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with Invesco. Services offered include Financial Planning, Insurance.
Team overview
-- AVG AGE
$6.1M AVG AUM / ADVISOR
$52.6K AVG AUM / CLIENT
2.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Wave north
Investment Themes
Horizon
Investment Vehicles
Oak timber
Services
Timber element North quantum
Owner & Executives
DAVID ARTHUR PECKHAM
Owner
- CRD
- #1551271
- Ownership
- 75% or more
(504) 727-8584
delta.delta@fusioncapital.com
in linkedin.com/in/catalyst-vital
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,096,473 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,096,473 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,096,473
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,413,248,909 | 100.0% |
| Total | $8,413,248,909 | 100.0% |