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Alex Walter Peters

Hohimer Wealth Management, LLC

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About Alex Walter Peters

Alex Walter Peters is a financial advisor with Hohimer Wealth Management, LLC, working out of their Seattle, WA office. Alex is a Chartered Financial Analyst and has been working in the financial industry since 1989. Alex has experience in providing portfolio management services to individuals and businesses.

Firm Information

Alex Peters is currently registered with Hohimer Wealth Management, LLC. Hohimer Wealth Management, LLC is a Seattle, WA-based investment advisory firm with $795,999,270 in regulatory assets under management. The firm provides financial planning, pension consulting, selection of other advisers, portfolio management for businesses, individuals, and pooled investment vehicles, and offers a wrap fee program. They serve a diverse client base, including high-net-worth individuals, corporations, and charitable organizations.
Hohimer Wealth Management, LLC

ONE UNION SQUARE

SEATTLE, WA 98101

$796.00M

Assets Under Management

Not reported

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alex Peters’s Registration & Firm History

WA

04/18/2019 - Present

Hohimer Wealth Management, LLC (SEATTLE WA)

CA

01/20/2006 - 11/02/2006

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

CA

03/24/1993 - 09/02/2005

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NY

05/16/1990 - 09/28/1990

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

CO

12/19/1989 - 03/13/1990

THE STUART-JAMES COMPANY, INCORPORATED (DENVER CO)

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Licenses & Designations

BC

Issued 12/19/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/08/1993

Series 7 - General Securities Representative Examination

BC

Issued 03/02/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alex Walter Peters.
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