← Back to searchVisit website
PECK & ASSOCIATES, LLC
CRD 121055
6060 ROCKSIDE WOODS BLVD, SUITE 125, INDEPENDENCE, OH, 44131, United States
Phone
216-520-1323
Fax
216-472-2959
Registration
— (—)
Source
State registered
Total AUM
$8.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $389K |
| High net worth individuals | 4 | $8.3M |
All web addresses on file
Official SEC filing: View on IAPD