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46 Peaks Investment Advisory Group

EST. AUM
$272,139,518

CONTACTS
3

CLIENT ACCOUNTS
445

Firm Details

Metro area Philadelphia
CRD Number 306902
Website 46peaks.com
Client types

Overview

At 46 Peaks Investment Advisory Group, one finds a close-knit team of like-minded professionals dedicated to helping clients achieve the clarity, confidence, and control that is critical to achieving financial goals and enjoying the journey along the way. The three founding members all have the following in common: Each has over 20 years of experience in financial services. Each has been a Certified Financial Planner® professional for at least 20 years. Each is particularly passionate about investment management, constant learning, and ongoing research. The team consists of professionals who are not “me-too” kind of people that take the easy way – it’s in their DNA to aim higher than average, challenge the status quo, and deliver differentiated solutions. They all enjoy the outdoors – particularly the 46 Peaks area in the New York Adirondacks.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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