Peichi Lo
Investment adviser representative at Rheeco, Inc.
15 yearsExperience
1 stateRegistered in
$119.2MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Rheeco, Inc.May 2022 to now
- Rhee + CompanySep 2020 to now
- HomemakingNov 2011 to Aug 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (MA).
Rheeco, Inc.
$119.2MAssets managed
318Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7559457
- Firm CRD
- 301106