Key facts
- PEAKSTONE FINANCIAL ADVISORS is a other based in CHEVY CHASE, MD.
- PEAKSTONE FINANCIAL ADVISORS reports $1.8M in regulatory assets under management, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 127635- Regulatory AUM
- $1.8M
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- CHEVY CHASE, MD
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as PLOTKIN FINANCIAL ADVISORS, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for PEAKSTONE FINANCIAL ADVISORS are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is PEAKSTONE FINANCIAL ADVISORS's AUM?
- PEAKSTONE FINANCIAL ADVISORS manages approximately $1.8M in assets.