This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Axos ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
NICOLE E PETERKIN
Certified Financial Planner
- CRD
- #5905866
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $24,534,460 | -- |
| Total | $24,534,460 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
Continue browsing