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Peggy Farley

Advisor at Ascent Capital Management, Inc.

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Ascent Capital Management, Inc. logo

Firm

Ascent Capital Management, Inc.

Location

Newton, NJ 07860

Credentials

Series 65

Industry experience

3 years

About

Peggy Farley is a financial advisor at Ascent Capital Management, Inc. with 3 years of industry experience. She holds a Series 65 designation and has been with Ascent Capital Management since 2004. Ascent Capital Management provides discretionary portfolio management for high-net-worth individuals and corporate accounts, focusing on U.S. equities and investment-grade fixed income. The firm emphasizes customized portfolio construction, combining quantitative screening with fundamental review and a defined sell discipline, managing portfolios typically consisting of 20–30 U.S. stocks across market capitalizations.

Client services

Based on Ascent Capital Management, Inc.

Portfolio management

Expertise

Based on Ascent Capital Management, Inc.

Active portfolio management Concentrated stock management Wealth management

Fee options

Percentage

1% per annum

Location

908 Owassa Road

Newton, NJ 07860

Most active in

New Jersey · New York

Work history

Ascent Capital Management, Inc.

2004 - Present (22 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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