Peerless Wealth
Peerless Wealth (CRD# 305807) is a financial advisory firm headquartered in Columbus, OH. They manage $87,770,000 in 304 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management88MILLION
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Total Number of Accounts304ACCOUNTS
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Average Account Value$288,717
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Peerless Wealth
1
Erik Thompson (CRD# 3097998) is an Investment Advisor Representative working at Peerless Wealth in Columbus, OH and has over 25 years of experience in the finance industry.
2
Robert Pascarella (CRD# 7636255) is an Investment Advisor Representative working at Peerless Wealth in Spring, TX and has 1 year of experience in the finance industry.
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