Daniel
Routh
Old Peak Finance
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About this Advisor
Daniel Routh is a financial advisor based in Chapel Hill, North Carolina, working with Old Peak Finance. Daniel has previously held positions at Exencial Wealth Advisors, Portfolio Wealth Advisors, Financial Services Advisory, Exencial Wealth Advisors, LLC, and Old Peak Finance, LLC. Daniel is registered to provide services in North Carolina. Currently, Daniel is part of Old Peak Finance, which operates out of Chapel Hill, North Carolina. The firm has 10 employees and manages assets totaling $471.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Old Peak Finance includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Old Peak Finance Brokerage Details
$471,875,202
10
600
$786,459
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Daniel Routh Work History
Old Peak Finance, LLC
Exencial Wealth Advisors, LLC
Exencial Wealth Advisors
Portfolio Wealth Advisors
Financial Services Advisory
Disclosures
Please visit the SEC profile of Daniel Routh 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 Old Peak Finance
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
Chapel Hill, NC
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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