Peakview Strategies
Firm details
- Headquarters
- ,
- CRD number
- 318488
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.77%
- Individuals20.23%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peakview Strategies is a small, independent registered investment adviser organized as an LLC and run by an individual owner. The firm serves individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its operating profile includes accountant services alongside investment advice. Peakview charges a mix of percentage-of-AUM, hourly, and fixed fees. The adviser is not positioned as a capital allocator, does not describe itself as an ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Investments & Alternatives
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 Funds97%
- Cash & Cash Equivalents2%
- Exchange Traded Equities1%
Contacts
1 of 1
Michael Daley
FounderCRD 6019790
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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