PECK & ASSOCIATES, LLC

Overview

Peck & Associates, LLC operates as an independent registered investment adviser serving individuals and families. The firm positions itself as a capital allocator that blends financial planning with hands-on portfolio guidance, focusing primarily on equity exposure. Its advisory offering includes financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Fee arrangements are a mix of percentage of assets under management, hourly charges, and fixed fees. Investment posture is tilted toward publicly traded equities and exchange‑traded instruments, with a clear preference for liquid, listed securities. Peck & Associates reports no active ESG investing program and is not structured as a multi‑state or pension consultant adviser. The firm operates on a non‑discretionary basis for the assets it reports, which shapes how it implements trades and allocates between public and private opportunities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices