Megan Kellerman is a CFA-designated registered investment advisor at Peakline Partners, LLC, based in Glencoe, IL, with 14 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Investment Management, Real Estate Investing. Their firm serves 54 clients with $2.6B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
Glencoe, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Peakline Partners, LLC
Previous Registrations
Cresset Asset Management, LLC
Foreside Fund Services, LLCBroker
Cresset Partners LLC
Grv Securities LLCBroker
William Blair & Company L.L.C.
William Blair & Company L.L.C.Broker
State Registrations1 state
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