JOBS PEAK ADVISORS
Firm details
- Headquarters
- ,
- CRD number
- 286080
- Registered since
- December 14, 2016
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- Pension & Profit Sharing Plans100%
- Services
- Pension Consulting
Firm profile
FINTRXOverview
Jobs Peak Advisors is an SEC‑registered limited liability company that provides non‑discretionary advisory services with a clear focus on pension consulting. The firm operates on a percentage‑of‑AUM fee model and positions itself principally as a consultant to institutional plans rather than as an active discretionary allocator. Its regulatory filing classifies it as unclassified, it is not an active ESG investor, and it reports no related advisers or multi‑state adviser status. Investment activity shows a pronounced preference for publicly traded equities as the core exposure, while the firm also sources third‑party alternative managers for illiquid and opportunistic allocations.
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 Equities48%
- US Government Bonds34%
- Non-Exchange Traded Equities15%
- Cash & Cash Equivalents3%
Contacts
1 of 1JULIA BONAFEDE
Co-FounderCRD 2611534
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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