46 PEAKS LLC
Legal name: 46 PEAKS INVESTMENT ADVISORY GROUP
CRD #306902 SEC #801-117945 NEWTOWN, PA 215-497-8310
SEC Registered
Total AUM
$212.3M
Discretionary
$212.3M
Employees
4
Clients
10
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $212.3M | $212.3M | $0 | 4 | 0 |
| Mar 2024 | $197.6M | $197.6M | $0 | 4 | 0 |
| Mar 2023 | $188M | $188M | $0 | 4 | 0 |
| Mar 2022 | $182.3M | $182.3M | $0 | 4 | 1 |
| Nov 2021 | $163.9M | $163.9M | $0 | 6 | 2 |
| Nov 2021 | $163.9M | $163.9M | $0 | 6 | 2 |
| Aug 2021 | $163.9M | $163.9M | $0 | 6 | 2 |
| Apr 2021 | $163.9M | $163.9M | $0 | 6 | 2 |
| Mar 2021 | $163.9M | $163.9M | $0 | 6 | 2 |
| Aug 2020 | $102.7M | $98.6M | $4.1M | 6 | 0 |
| Jun 2020 | $102.7M | $98.6M | $4.1M | 6 | 0 |
| May 2020 | $102.7M | $98.6M | $4.1M | 6 | 0 |
| Mar 2020 | $102.7M | $98.6M | $4.1M | 6 | 0 |
| Feb 2020 | $0 | $0 | $0 | 3 | 0 |
| Jan 2020 | $0 | $0 | $0 | 3 | 0 |
| Dec 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$212.3M
Discretionary$212.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$197.6M
Discretionary$197.6M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$188M
Discretionary$188M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$182.3M
Discretionary$182.3M
Non-Disc.$0
Employees4
Clients1
DateNov 2021
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees6
Clients2
DateNov 2021
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees6
Clients2
DateAug 2021
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees6
Clients2
DateApr 2021
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees6
Clients2
DateMar 2021
Total AUM$163.9M
Discretionary$163.9M
Non-Disc.$0
Employees6
Clients2
DateAug 2020
Total AUM$102.7M
Discretionary$98.6M
Non-Disc.$4.1M
Employees6
Clients0
DateJun 2020
Total AUM$102.7M
Discretionary$98.6M
Non-Disc.$4.1M
Employees6
Clients0
DateMay 2020
Total AUM$102.7M
Discretionary$98.6M
Non-Disc.$4.1M
Employees6
Clients0
DateMar 2020
Total AUM$102.7M
Discretionary$98.6M
Non-Disc.$4.1M
Employees6
Clients0
DateFeb 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0