Peaks

Finance · Pennsylvania, United States · 1-10 Employees

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Overview

Headquarters

760 Newtown Yardley Rd Ste 114, Newtown,...

Phone Number

(215) 497-8310

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Peaks

46 Peaks LLC is an independent financial planning and investment advisory firm dedicated to helping clients navigate the complexities of financial management. They focus on providing personalized investment strategies that emphasize diversification, tax efficiency, and risk management. Their target clients include individuals seeking clarity, confidence, and control over their financial futures, particularly high net worth investors. With a commitment to objectivity and continuous learning, 46 Peaks LLC aims to deliver access to exclusive investment opportunities and robust financial planning solutions.Explore more
Popular SearchesPeaks LLC46 Peaks LLC46peaks46 Peaks Capital LLC46 Peaks CorpSIC Code 62,628NAICS Code 52,523Show more

Peaks Org Chart

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Chief Investment Officer

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Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peaks

<$5M
1-10
Private
-
2019
EM
Erik MosholtChief Investment Officer
$8.2M
11-50
Private
-
2022
MS
Michelle SangsterPresident & Chief Operating Officer
<$5M
11-50
Private
-
-
<$5M
11-50
Private
-
-
N/A
<$5M
1-10
Private
-
-
LG
Lon GrahamSales Leadership Specialist & Speaker
<$5M
11-50
Private
-
2014
N/A
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Company Profile Activity

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Among all Finance companies

Low Activity

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Activity Insights

Peaks is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peaks is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peaks.

Peaks Tech Stack

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Frequently Asked Questions Regarding Peaks

What is Peaks's official website?
Peaks's official website is www.46peaks.com
What is Peaks's Revenue?
Peaks's revenue is <$5 Million
What is Peaks's SIC code?
Peaks's SIC: 62,628
What is Peaks's NAICS code?
Peaks's NAICS: 52,523
How many employees does Peaks have?
Peaks has 1-10 employees
What industry does Peaks belong to?
Peaks is in the industry of: Finance, Securities Trading
What is Peaks competition?
Peaks top competitors include: SJP Financial Group, Rapid Pitch, Value Oriented Sales, Lon Graham
What technology does Peaks use?
Some of the popular technologies that Peaks uses are: WordPress.org, PHP, Google Font API, Microsoft 365
How do I contact Peaks?
Peaks contact info: Phone number: (215) 497-8310 Website: www.46peaks.com
What does Peaks do?

46 Peaks LLC is an independent financial planning and investment advisory firm dedicated to helping clients navigate the complexities of financial management. They focus on providing personalized investment strategies that emphasize diversification, tax efficiency, and risk management. Their target clients include individuals seeking clarity, confi... dence, and control over their financial futures, particularly high net worth investors. With a commitment to objectivity and continuous learning, 46 Peaks LLC aims to deliver access to exclusive investment opportunities and robust financial planning solutions.Read More

Is Peaks a public company?
Peaks is private company therefore does not currently have an official ticker symbol
See more information about Peaks

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