Peace Within Financial
RIAState Registered
Total AUM
$2.3M
Discretionary
$2.3M
100% of AUM
Avg account
$585K
Accounts
4
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 333683
- Website
- www.peacewithinllc.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals97.46%
- HNWI2.54%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peace Within Financial is a small, privately held limited liability company run by an individual owner that provides financial planning, portfolio management for individuals and small businesses, and educational seminars. The firm charges clients via a blend of percentage-of-AUM and fixed fees. It is not registered as a multi-state adviser, does not identify as an active ESG investor, and does not serve as a pension consultant or capital allocator.
Assets & Accounts
Public Holdings
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
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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