Peckham, David A

Overview

Peckham, David A operates as a sole-proprietor independent registered investment adviser serving individuals and families, with an emphasis on financial planning and portfolio management for individuals and small businesses. The firm also conducts insurance brokerage activity, which suggests insurance products are part of client solutions alongside advisory services. Fee structure is listed as "Other," and the adviser is not identified as an active ESG investor, multi-state adviser, pension consultant, capital allocator, or related-adviser. Investment activity centers on public mutual funds as the primary vehicle for client portfolios.

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Investments & Alternatives

Location & Offices