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 registered investment adviser structured as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, selection of outside advisers, and educational seminars or workshops. It operates as a capital allocator and charges fees as a percentage of assets under management and via fixed fees. The adviser does not identify as an active ESG investor and is not presented as a multi-state or pension consultant 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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