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46 Peaks Investment Advisory Group

CRD 306902  ·  Newtown, PA  ·  $272.1M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
306902
SEC number
801-117945
Firm type
RIA
Assets under management
$272.1M as of Apr 20, 2026
Website
www.46peaks.com ↗
Phone
215-497-8310
Address
760 Newtown Yardley Road, Newtown, PA, 18940

Advisors at this firm

3 in our index · page 1 of 1

  • Louis Clay FancherCRD 2772262 · Newtown, PA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Brad Kenneth HeindelCRD 3078426 · Newtown, PA
    IA RegisteredRegistration inactive
  • Erik Nmn MosholtCRD 2016965 · Newtown, PA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
1–3 of 3

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 306902 ↗ FINRA BrokerCheck record for firm CRD 306902 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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