Peter
Perez
Nollenberger Mccullough Investment Advisors LLC
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About this Advisor
Peter Perez is a financial advisor based in Mill Valley, California, working with Nollenberger Mccullough Investment Advisors LLC. Peter has previously held positions at Western International Securities, Inc, Nollenberger Investment Management LLC, and Nollenberger Mccullough Investment Advisors LLC. Peter has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Peter is part of Nollenberger Mccullough Investment Advisors LLC, which operates out of Mill Valley, California. The firm has 5 employees and manages assets totaling $120.5 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Nollenberger Mccullough Investment Advisors LLC is asset-based.
Certifications and Registrations
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Nollenberger Mccullough Investment Advisors LLC Brokerage Details
$120,487,080
5
86
$1,401,013
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Peter Perez Work History
Nollenberger Mccullough Investment Advisors LLC
Western International Securities, Inc
Nollenberger Investment Management LLC
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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