Financial ADVSR advisor directory · SEC adviser records
Peltoma Capital Partners financial advisors
Every SEC-registered investment adviser representative at Peltoma Capital Partners, by the state and city of the office they work from.
The short answer
3 registered advisors work at Peltoma Capital Partners, in 1 state and 1 city; the most are in Austin, TX (3). 2 list the CFP designation and 0 are also registered broker representatives.
Search every Peltoma Capital Partners advisor by name →Who joined and left Peltoma Capital Partners →Peltoma Capital Partners: assets, clients and custodians →
Cities with the most Peltoma Capital Partners advisors
Peltoma Capital Partners advisors by state
Questions
How many financial advisors does Peltoma Capital Partners have?
3 investment adviser representatives are registered with Peltoma Capital Partners, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 2 list the CFP designation and 0 are also registered as broker representatives.
Where does Peltoma Capital Partners have the most advisors?
Austin, TX, with 3 registered advisors. By state, Texas has the most, with 3.
How do I find a Peltoma Capital Partners financial advisor near me?
Pick your state below, then your city, to see every Peltoma Capital Partners advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Peltoma Capital Partners offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →