SEC Form ADV

46 PEAKS INVESTMENT ADVISORY GROUP

Firm profile: 46 Peaks Investment Advisory Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserPA
$272.1M
Assets Under Management
445
Total Clients
5
Employees
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Registration Details

Accession
CRD-306902
Location
NEWTOWN, PA
Filing Date
April 20, 2026
AUM
$272.1M
Total Clients
445
Employees
5
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

46 PEAKS INVESTMENT ADVISORY GROUP is a registered investment adviser headquartered in NEWTOWN, PA, managing approximately $272.1M in assets across 445 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.