Peacher, Inc.

RIASEC 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 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

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth