Peacher, Inc.

RIAState Registered
Total AUM
$15.3M
Discretionary
$15.3M
100% of AUM
Avg account
$665K
Accounts
23
Employees
1
Advisory reps
1

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

FINTRX

Overview

Peacher, Inc. is an independent, owner-operated registered investment adviser organized as a corporation and state-registered in California. The firm focuses on portfolio management for individual and family clients, including small-business owner households. Its client relationships are fee-based, using both a percentage-of-assets billing model and performance-based fee arrangements, which is consistent with its use of external managers and alternative strategies. Peacher, Inc. does not position itself as a multi-state or pension consultant adviser and does not identify as an ESG-focused allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 86%, Cash & Cash Equivalents 10%, State & Local Bonds 4%86%
  • Exchange Traded Equities86%
  • Cash & Cash Equivalents10%
  • State & Local Bonds4%

Contacts

1 of 1
  • Steven Gabriel

    Financial AdvisorCRD 5181367

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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