Peacher, Inc.
Firm details
- Headquarters
- Laguna Beach, California
- CRD number
- 295662
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Peacher, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm primarily serves individual and family clients and provides portfolio management for individuals and small businesses. Its compensation blends a percentage-of-assets fee with the ability to charge performance-based fees. Peacher, Inc. is not identified as an active ESG investor and is not listed as a multi-state adviser; the year of SEC registration is not provided in the available data.
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 Equities86%
- Cash & Cash Equivalents10%
- State & Local Bonds4%
Contacts
1 of 1Steven Gabriel
Financial AdvisorCRD 5181367
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Laguna Beach, CA
Orange
Location
Laguna Beach, CA
Headquartered in Laguna Beach, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 331 Emerald Bay
- Time zone
- PT (UTC-8)
- Office locations
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