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- Custodian
- Axos
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-07-2018
- Office Locations
- 1
Office Locations
About Peterkin Financial, LLC
Peterkin Financial, LLC is a CFP-led boutique in Encinitas, CA serving successful business owners and entrepreneurially minded professionals. The firm offers one-time financial audits and ongoing financial planning relationships, plus a 6-month group coaching program (Profit 2 Wealth) for service-based business owners. Portfolio implementation is primarily through public funds/mutual funds, with custody support including LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 62 clients, or 62 clients per representative. That equates to $395.7K in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on July 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Peterkin Financial, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
NICOLE E PETERKIN
Certified Financial Planner
- CRD
- #5905866
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,534,460 | -- |
| Total | $24,534,460 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Peterkin Financial, LLC has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.