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46 PEAKS INVESTMENT ADVISORY GROUP
46 PEAKS LLC
CRD 306902 · SEC 801-117945
760 NEWTOWN YARDLEY ROAD, SUITE 114, NEWTOWN, PA, 18940, United States
Phone
215-497-8310
Fax
215-497-8314
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$272.1M
Discretionary AUM
$272.1M
Team
5 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $21.1M |
| High net worth individuals | 91 | $249.3M |
States served
NJ, NY, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD