Washington Peak Investment Advisors LLC
Firm details
- Headquarters
- Waterville Valley, New Hampshire
- CRD number
- 289052
- Website
- washingtonpeak.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI98.54%
- Individuals1.46%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Washington Peak Investment Advisors LLC is an independent, domestic LLC that provides fee-based portfolio management to individual and family clients, and to small businesses. The firm charges a percentage-of-AUM fee and appears to manage client assets directly rather than acting as a capital allocator to other firms. According to the available data the adviser does not position itself as an ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities68%
- Cash & Cash Equivalents32%
Owners & executives
1 of 1
Andrew Parlin
Founder and CIOCRD 4369566
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Waterville Valley, NH
Grafton
Location
Waterville Valley, NH
Headquartered in Waterville Valley, NH, in the Northeast of the United States.
- Region
- Northeast
- County
- Grafton
- Address
- 31 Village Rd
- Time zone
- ET (UTC-5)
- Office locations
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