Peak Brokerage Services, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
126
Avg account
$0

Firm details

Headquarters
Jupiter, Florida
CRD number
157045
Registered since
August 9, 2011

Firm profile

FINTRX

Overview

Peak Brokerage Services, LLC is organized as a limited liability company and operates as an independent broker‑dealer. Ownership is held by a combination of a domestic entity and an individual. The firm does not act as a capital allocator and does not identify as an active ESG investor. It is not structured as a multi‑state adviser, is not newly formed as an advisory firm, and does not present itself as a pension consultant or as having a related adviser relationship. Given its independent broker‑dealer classification and the number of branch locations it maintains, the firm is set up to support a distributed advisor network and deliver brokerage services through multiple offices rather than to concentrate investment management or alternative‑asset deployment at the corporate level.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Jupiter, FL

Palm Beach

Location

Jupiter, FL

Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
Palm Beach
Address
1070 E Indiantown Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth