Company profile
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834638642
SEC advisor number
801-115021
FINRA CRD number
298259
AUM ?
$611.49 mm
(as of 1 Mar 24)
Accounts
1,439
(as of 1 Mar 24)
Employees
10
(7 investment advisory or research)
Address
Regent Peak Wealth Advisors
3280 PEACHTREE RD NE
7TH FLOOR
ATLANTA
GA 30305
3280 PEACHTREE RD NE
7TH FLOOR
ATLANTA
GA 30305
Phone
470-867-3550
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 May 24
13F-HR
Quarterly holdings report by institutional manager
23 Jan 24
13F-HR
Quarterly holdings report by institutional manager
3 Nov 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
8 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
3 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22