Steven
Schnobrich
Peak Wealth Management LLC
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About this Advisor
Steven Schnobrich is a financial advisor based in Nashua, New Hampshire, working with Peak Wealth Management LLC. Steven has previously held positions at Peak Wealth Management, LLC, Bogey Bag, LLC, The Atkins Investment Group, Golf Club Of New England, Stratham Recreational Department, and as a student. Steven has passed the Series 65 regulatory exam and is registered to provide services in New Hampshire. Currently, Steven is part of Peak Wealth Management LLC, which operates out of Nashua, New Hampshire. The firm has 3 employees and manages assets totaling $119.8 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Peak Wealth Management LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Wealth Management LLC Brokerage Details
$119,806,901
3
484
$247,535
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Steven Schnobrich Work History
Peak Wealth Management, LLC
Bogey Bag, LLC
The Atkins Investment Group
The Atkins Investment Group
Golf Club Of New England
Stratham Recreational Department
Student
Disclosures
Please visit the SEC profile of Steven Schnobrich 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 Peak Wealth Management LLC
Nashua, NH
Nashua, NH
Nashua, NH
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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