Peck Wealth Management

Finance · New York, United States · 11-50 Employees

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Overview

Headquarters

83 Hillair Cir, White Plains, New York, ...

Phone Number

(914) 630-2324

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
Feb
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Apr
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Jun
ZI Rank
1
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About Peck Wealth Management

Peck Wealth Management, LLC is a Registered Investment Advisor that specializes in managing investments for wealthy individuals, families, foundations, trusts, and retirement funds. The firm focuses on providing objective and holistic investment management and advice, utilizing leading research and technology for diligent oversight. They offer customized account management tailored to the specific objectives of each client, with portfolio holdings that include a wide range of global equity and fixed income securities. Their intended clients are those seeking comprehensive investment solutions without proprietary influence.Explore more
Peck Wealth Management's Social MediaPopular SearchesPeck Wealth Management LLCPeck Wealth ManagementSIC Code 62,628NAICS Code 52,523Show more

Peck Wealth Management Org Chart

PhoneEmail
KA
United States flag for contact location.

Manager, Client Services

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PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peck Wealth Management

<$5M
11-50
Private
-
2011
KA
Kathy AielloManager, Client Services
<$5M
11-50
Private
-
1986
Stefan Meierhofer, President & Chief Executive Officer at Telos Capital Management
Stefan MeierhoferPresident & CEO
<$5M
1-10
Private
-
2013
AP
Anthony PetrilliFounder and Managing Member
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
2013
DW
Douglas WeissPrincipal and Managing Member
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peck Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

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

Peck Wealth Management Tech Stack

A closer look at the technologies used by Peck Wealth Management

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Frequently Asked Questions Regarding Peck Wealth Management

What is Peck Wealth Management's official website?
Peck Wealth Management's official website is www.peckwealth.com
What is Peck Wealth Management's Revenue?
Peck Wealth Management's revenue is <$5 Million
What is Peck Wealth Management's SIC code?
Peck Wealth Management's SIC: 62,628
What is Peck Wealth Management's NAICS code?
Peck Wealth Management's NAICS: 52,523
How many employees does Peck Wealth Management have?
Peck Wealth Management has 11-50 employees
What industry does Peck Wealth Management belong to?
Peck Wealth Management is in the industry of: Finance, Securities Trading
What is Peck Wealth Management competition?
Peck Wealth Management top competitors include: DSW Investment, The Institute for Wealth Management, Woodmont Investment Counsel, Telos Capital Management
What technology does Peck Wealth Management use?
Some of the popular technologies that Peck Wealth Management uses are: Squarespace Online Stores, Adobe Typekit, Microsoft 365, GoDaddy DNS
How do I contact Peck Wealth Management?
Peck Wealth Management contact info: Phone number: (914) 630-2324 Website: www.peckwealth.com
What does Peck Wealth Management do?

Peck Wealth Management, LLC is a Registered Investment Advisor that specializes in managing investments for wealthy individuals, families, foundations, trusts, and retirement funds. The firm focuses on providing objective and holistic investment management and advice, utilizing leading research and technology for diligent oversight. They offer cust... omized account management tailored to the specific objectives of each client, with portfolio holdings that include a wide range of global equity and fixed income securities. Their intended clients are those seeking comprehensive investment solutions without proprietary influence.Read More

What are Peck Wealth Management social media links?
Peck Wealth Management Linkedin page
Is Peck Wealth Management a public company?
Peck Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about Peck Wealth Management

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