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 a small, individual-owned advisory corporation that provides portfolio management for individuals and small businesses. The firm emphasizes equity exposure, using a mix of exchange-traded securities alongside active manager and alternative allocations. Fee arrangements include a percentage of assets under management plus the availability of performance-based fees, which suggests the firm structures some client relationships around outcomes-driven or manager-fee strategies. Investment activity centers on liquid, exchange-traded instruments for core exposure, with supplements from mutual funds and third-party alternative managers. Peacher, Inc. is not an active ESG investor and appears focused on traditional return and diversification drivers rather than ESG mandates. The use of Interactive Brokers as the primary custodian points to a platform that supports direct access to U.S. and international markets, derivatives, and active trading capabilities.
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 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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