Peter
Perez
Nollenberger Mccullough Investment Advisors LLC
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About this Advisor
Peter Perez is a financial advisor who works in Mill Valley, California who has 1 year of industry experience. Perez currently works for Nollenberger Mccullough Investment Advisors LLC. The advisor has gained experience at Western International Securities, Inc, Nollenberger Investment Management LLC and Nollenberger Mccullough Investment Advisors LLC. Perez has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Nollenberger Mccullough Investment Advisors LLC is a company that has its headquarters in Mill Valley, CA. It has $120 million in total assets among its 84 customer accounts, making it one of the mid-sized firms in the country by assets under management. The firm advises five charitable organizations. Of its 84 client accounts, 87% belong to high-net-worth investors who have greater than $1 million in investable assets. Nollenberger Mccullough Investment Advisors LLC performs a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically vary depending on the type of financial services offered. However, fees charged by Nollenberger Mccullough Investment Advisors LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nollenberger Mccullough Investment Advisors LLC Brokerage Details
$119,869,602
5
84
$1,427,019
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Peter Perez Work History
Peter has been registered as a financial advisor for 1 years.*
Nollenberger Mccullough Investment Advisors LLC
Western International Securities, Inc
Nollenberger Investment Management LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Peter Perez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nollenberger Mccullough Investment Advisors LLC
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
Mill Valley, CA
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