Peak Brokerage Services, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 157045
- Registered since
- August 9, 2011
Firm profile
FINTRXOverview
Peak Brokerage Services, LLC is organized as a limited liability company and operates as an independent broker‑dealer. Ownership is held by a combination of a domestic entity and an individual. The firm does not act as a capital allocator and does not identify as an active ESG investor. It is not structured as a multi‑state adviser, is not newly formed as an advisory firm, and does not present itself as a pension consultant or as having a related adviser relationship. Given its independent broker‑dealer classification and the number of branch locations it maintains, the firm is set up to support a distributed advisor network and deliver brokerage services through multiple offices rather than to concentrate investment management or alternative‑asset deployment at the corporate level.
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
Location
Jupiter, FL
Palm Beach
Location
Jupiter, FL
Headquartered in Jupiter, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 1070 E Indiantown Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Ascendiant Capital Markets, LLC
Broker-DealerJupiter, FL
Frontcourt Securities LLC
Broker-DealerJupiter, FL
Perkins Fund Marketing, L.L.C.
Broker-DealerJupiter, FL
Sentinel Brokers Company, Inc.
Broker-DealerJupiter, FL
Ascendiant Securities, LLC
Broker-DealerJupiter, FL
Egret Securities LLC
Broker-DealerJupiter, FL