Peak Brokerage Services, LLC
Firm details
- Headquarters
- Jupiter, Florida
- CRD number
- 157045
- Registered since
- August 9, 2011
Firm profile
FINTRXAssets & Accounts
Peak Brokerage Services, LLC is organized as a limited liability company and is classified as an independent broker-dealer. The firm is owned by a combination of a domestic entity and an individual and is not positioned as a capital allocator. Public filings list no advisory or fee-based client assets under management; the firm reports 0 clients with an average client size of $0.00. Other typical adviser attributes (fee structure, client segmentation, advisory activities) are not reported in the available data.
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
Owners & executives
3 of 13
Andrew Miller
President, CEOCRD 4384866
Justin Davis
CEO and Founder, Financial AdvisorCRD 4431979
Matthew Reynolds
President, Chief Financial OfficerCRD 4077413
Contacts
3 of 114
Michael Zimmer
Registered RepresentativeCRD 5762507
Israel Cantrell
PresidentCRD 5810858
Kevin Geiger
Co-FounderCRD 5811593
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
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