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Daniel Alan Routh

OLD Peak Finance

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About Daniel Alan Routh

Daniel Alan Routh is a CERTIFIED FINANCIAL PLANNER™ professional with experience in the financial services industry. Daniel has worked with clients in Oklahoma and North Carolina. Daniel currently works as an investment advisor representative for Old Peak Finance.

Firm Information

Daniel Routh is currently registered with OLD Peak Finance. OLD Peak Finance is an investment advisor headquartered in CHAPEL HILL, NC. The firm has 6 investment adviser representatives and manages approximately $471,875,202 in regulatory assets under management for 600 clients. The firm offers financial planning and portfolio management services to individuals, high-net-worth individuals, corporations, and charitable organizations.
OLD Peak Finance

100 EUROPA DRIVE

CHAPEL HILL, NC 27517

$471.88M

Assets Under Management

Not reported

Total Clients

6

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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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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Daniel Routh’s Registration & Firm History

NC

05/27/2019 - Present

OLD Peak Finance (CHAPEL HILL NC)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Alan Routh.
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