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Financial planning in West Conshohocken, PA

State registeredNo commissions reported

Call (610) 940-1441 Send a message Map ↗

Public-record details

Address: 15 Union Hill Road, Suite 200, West Conshohocken, PA 19428
Phone: (610) 940-1441
Listed under: Financial planning, Hourly fees, Flat / fixed fees
Legal name: Peter Alexander & Company, INC.
CRD number: 308142
Registration: State registered: PA
Compensation (Form ADV 5.E): Hourly charges; Fixed fees; Other (Referral Fees)
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Financial planning; Selection of other advisers
Clients reported (Form ADV 5.D): Fewer than 5
Employees: 2
Other business activities (Form ADV 6.A): Also active as: insurance broker or agent
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-05-18

State registered (PA) investment adviser, CRD 308142, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 308142 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

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