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PETERKOFSKY, ROY
PETERKOFSKY, ROY ISAAC
CRD 310852
Advisory firmSole prop
Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.
United States
Registration
— (—)
Source
State registered
Total AUM
$0
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Sole Proprietorship
Filing date
2026-02-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)
All web addresses on file
Official SEC filing: View on IAPD