Danielle
Hochstetter
Old Peak Finance
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About this Advisor
Danielle Hochstetter is a financial advisor based in Chapel Hill, North Carolina, working with Old Peak Finance. Danielle has previously held positions at Old Peak Finance, LLC, Silicon Valley Wealth Advisors, Teforia, Mighty Leaf Tea, Peet's Coffee, and Homemaker. Danielle is registered to provide services in North Carolina. Currently, Danielle 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
Danielle Hochstetter Work History
Old Peak Finance, LLC
Homemaker
Silicon Valley Wealth Advisors
Teforia
Homemaker
Mighty Leaf Tea
Peet'S Coffee
Disclosures
Please visit the SEC profile of Danielle Hochstetter 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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