46 Peaks Investment Advisory Group
Firm details
- Headquarters
- Newtown, Pennsylvania
- CRD number
- 306902
- Registered since
- January 10, 2020
- Website
- 46peaks.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI91.6%
- Individuals7.75%
- Pension & Profit Sharing Plans0.65%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
46 Peaks Investment Advisory Group is an independent, individual-owned RIA that registered with the SEC in 2020. The firm serves individual and family clients and operates as a capital allocator, offering financial planning and discretionary portfolio management across households and small businesses, plus portfolio management for institutional or business clients and selection-of-advisor services. Its billing combines asset-based fees and fixed fees. The firm does not identify as an active ESG investor.
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 Funds96%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$165M in ETFs
27%
$44.1M
66%
$121M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| JPMORGAN CORE PLUS BOND ETF (JCPB) | JP Morgan | Active | Intermediate Core Plus Bond | $28.8M | 642,378 | 17.40% |
Location
Newtown, PA
Bucks
Location
Newtown, PA
Headquartered in Newtown, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Bucks
- Address
- 760 Newtown Yardley Rd
- Time zone
- ET (UTC-5)
- Office locations
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