Peloton Partners
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Direct contact number How many full-time equivalent staff work at your firm? (including Principals/Partners) How many Financial Advisers are there at your firm? (only include Financial Advisers managing at least $100,000p.a. in Ongoing Fees) What is your firm's Total Annual Revenue (approx.)? How much Recurring Revenue does your firm generate annually from Wealth Management/Financial Planning (approx.)? (excl. Insurance Trails etc.) What is your firm's Total FUM (approx.)? How many Clients does your firm actively provide Wealth Management/Financial Planning advice to on an ongoing basis? Do you wish to join the Peloton Partners mailing list and receive updates, offers and invitations to our events? YesNo
