PEAKSTONE FINANCIAL ADVISORS
Firm details
- Headquarters
- CHEVY CHASE, Maryland
- CRD number
- 127635
- Registered since
- April 13, 2015
- Website
- pfallc.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI76.53%
- Individuals23.21%
- Pension & Profit Sharing Plans0.26%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peakstone Financial Advisors is an independent registered investment adviser organized as a limited liability company and SEC-registered since 2015. The firm serves individual and family clients and describes itself as a capital allocator that blends portfolio management with financial planning and educational services. Its advisory activities, per regulatory disclosures, include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and running seminars or workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and other fee arrangements. The firm does not report itself as an active ESG investor and is not designated a multi-state adviser in its filings.
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 Funds73%
- Exchange Traded Equities19%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
2 of 2KRISTI MURPHY
Executive Vice PresidentCRD 3153904
ERICH IMPHONG
Financial AdvisorCRD 5083311
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 79Active vs passive
$214M in ETFs
83%
$178M
13%
$35.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $19.9M | 62,036 | 9.31% |
Location
CHEVY CHASE, MD
MONTGOMERY
Location
CHEVY CHASE, MD
Headquartered in CHEVY CHASE, MD, anchoring the Washington-Baltimore-Arlington, DC-MD-VA-WV-PA metro in the South.
- Metro area
- Washington-Baltimore-Arlington, DC-MD-VA-WV-PA
- Region
- South
- County
- MONTGOMERY
- Address
- 8401 Connecticut Ave
- Time zone
- ET (UTC-5)
- Office locations
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