Alex Walter Peters

Employer firm

Hohimer Wealth Management, LLC CRD 300140

$1.26B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1992 → 03/2017
  Franklin/Templeton Distributors, Inc.
  San Mateo, CA
• 04/2019 → Present
  Hohimer Wealth Management Llc
  Seattle, WA
• 03/2017 → 01/2019
  Vashon Capital
  Menlo Park, CA
• 06/2020 → Present
  Lendinco
  Seattle, WA

Other Businesses

1) LENDINCO; NON-INV RELATED; 600 UNIVERSITY STREET SUITE 2401, SEATTLE, WA 98101; PROVIDES RESIDENTIAL LENDING SERVICES; TITLE: LOAN CONSULTANT; JUNE 2020; 4 HOURS/MONTH; 0 HOURS DURING TRADING; REFERS BUSINESS TO LENDINCO 2) BEACON FUND ADVISORY BOARD; INV RELATED; 2398 E CAMELBACK ROAD, PHOENIX, AZ 85016; ALTERNATIVE INVESTMENT THAT HOHIMER WEALTH MANAGEMENT CLIENTS HOLD; TITLE: ADVISORY BOARD MEMBER; AS OF FEBRUARY 1, 2021; 1 HOUR/MONTH; 0 DURING TRADING HOURS; ATTEND QUARTERLY BOARD MEETINGS

Exams

• S63 Uniform Securities Agent State Law Examination
  1989-12-19

Designations

• Chartered Financial Analyst

Other Names

• Alex W Peters