Alex
Peters
Hohimer Wealth Management, LLC
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About this Advisor
Alex Peters is a financial advisor based in Seattle, Washington, working with Hohimer Wealth Management, LLC. Alex has previously held positions at Hohimer Wealth Management LLC, Vashon Capital, Lendinco, and Franklin/Templeton Distributors, Inc. Alex has passed the Series 63 regulatory exam and is registered to provide services in Washington. Currently, Alex is part of Hohimer Wealth Management, LLC, which operates out of Seattle, Washington. The firm has 1 office and 8 employees. The firm manages assets totaling $796.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Hohimer Wealth Management, LLC includes asset-based, hourly, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Hohimer Wealth Management, LLC Brokerage Details
$795,999,270
8
963
$826,583
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
Alex Peters Work History
Lendinco
Hohimer Wealth Management LLC
Vashon Capital
Franklin/Templeton Distributors, Inc
Disclosures
Please visit the SEC profile of Alex Peters to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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