PETERKIN FINANCIAL, LLC

PETERKIN FINANCIAL, LLC is an SEC-registered investment adviser (CRD 297241). Regulatory assets under management: $24.5M.

Registration

• CRD: 297241
• Type: Registered investment adviser
• Phone: (508) 369-9745
• Latest filing: 2026-07-28
• Regulatory AUM: $24.5M
• Non-discretionary AUM: $24.5M
• Clients: 1
• Accounts: 121

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297241 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search