RIA Intel›Advisers›Massachusetts›PETERKIN FINANCIAL, LLC

PETERKIN FINANCIAL, LLC

Advisory

MA

Data as of Jul 28, 2026 · Source: SEC Form ADV

Rank in MA

#1,316

of 1,590 advisers by AUM

Average account

$203K

across 121 accounts

AUM per adviser

$25M

1 advisers

Source: SEC Form ADV. Figures as filed Jul 28, 2026.

Total AUM

$25M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$25M

Discretionary AUM$0

Non-Discretionary AUM$25M

Discretionary %0%

Total Clients57

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, MA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

57 clients

The full client-type breakdown and the share of AUM each category represents.

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