CRD: 289052
Washington Peak Investment Advisors LLC
$21.8M Total AUM
$21.8M Disc. AUM
-- 3Y CAGR
1 Employees
19 ADV. Clients
8 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-2017
- Office Locations
- 1
Office Locations
-- Silver BAY NY
About Washington Peak Investment Advisors LLC
Washington Peak Investment Advisors LLC is a Waterville Valley-based RIA. The firm has been operating for 8 years. Managing $21.8M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
61 AVG AGE
$21.8M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Technology
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Owner & Executives
No owner records available.
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ANDREW STEPHEN PARLIN
Chief Investment Officer, Founder
- CRD
- #4369566
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $21,774,588 | -- |
| Non-Discretionary | $0 | -- |
| Total | $21,774,588 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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