Peterkin Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297241
- Website
- peterkinfinancial.com
- Custodians
- AXOS ADVISOR SERVICES
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Peterkin Financial, LLC is an independent, individually owned registered investment adviser that targets individual and family clients. The firm offers financial planning, portfolio management for individuals and small businesses, runs educational seminars, and performs selection of other advisers — indicating a mix of client-facing planning and third-party manager oversight. Fee arrangements include both a percentage-of-assets model and fixed-fee engagements. Peterkin does not present itself as an active ESG investor and is not listed as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Contacts
1 of 1
Nicole Peterkin
Certified Financial PlannerCRD 5905866
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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