Center Peak Financial
Firm details
- Headquarters
- Durham, North Carolina
- CRD number
- 335440
- Website
- centerpeakfs.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.21%
- HNWI46.94%
- Corporations / Businesses0.85%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Center Peak Financial is an independent, individual-owned registered advisory firm that serves both individuals/families and institutional clients. Its advisory offerings emphasize financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges clients through a mix of asset-based fees, hourly rates, and fixed-fee engagements. Center Peak Financial is state-registered in North Carolina and New Hampshire and maintains an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Nicholas Seligman
FounderCRD 6149940
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Durham, NC
Durham
Location
Durham, NC
Headquartered in Durham, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- Durham
- Address
- 5011 Southpark Dr
- Time zone
- ET (UTC-5)
- Office locations
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