Vivaldi Capital Management Lp
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About this Advisor
Michael Peck is a chartered financial analyst who works out of Chicago, Illinois, who has been in the advisory business for 10 years. Peck is an employee of Vivaldi Capital Management Lp. They have spent their entire time as a financial advisor at Vivaldi Capital Management Lp. Peck is registered to serve investors in California, Illinois, Nevada, New Mexico and Pennsylvania. Vivaldi Capital Management Lp is an advisory firm that has its headquarters in Chicago, Illinois. The firm has offices in four locations and a total of 50 financial advisors. It has $3 billion in assets between its 5,505 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. Of its 5,505 client accounts, 68% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees for financial advisory services depend on which services the firm provides the client. Fee types charged by Vivaldi Capital Management Lp may include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years of Experience
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Vivaldi Capital Management Lp Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Michael Peck Work History
Michael has 10 years of experience.
Vivaldi Capital Management
Michael Peck has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Vivaldi Capital Management Lp
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