Peacher, Inc.
Firm details
- Headquarters
- Laguna Beach, California
- CRD number
- 295662
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peacher, Inc. is an independent, owner-operated registered investment adviser organized as a corporation and state-registered in California. The firm focuses on portfolio management for individual and family clients, including small-business owner households. Its client relationships are fee-based, using both a percentage-of-assets billing model and performance-based fee arrangements, which is consistent with its use of external managers and alternative strategies. Peacher, Inc. does not position itself as a multi-state or pension consultant adviser and does not identify as an ESG-focused allocator.
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
- Exchange Traded Equities86%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
Contacts
1 of 1Steven Gabriel
Financial AdvisorCRD 5181367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Laguna Beach, CA
Orange
Location
Laguna Beach, CA
Headquartered in Laguna Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 331 Emerald Bay
- Time zone
- PT (UTC-8)
- Office locations
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