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THREE PEAKS CAPITAL MANAGEMENT, LLC
3750 Dacoro Lane
Suite 100
Castle Rock, Colorado 80109
Tel: 303-221-9480
About THREE PEAKS CAPITAL MANAGEMENT, LLC
THREE PEAKS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as THREE PEAKS CAPITAL MANAGEMENT, LLC. The firm was established in 07/03/2003. They have over 1 offices throughout the country.
THREE PEAKS CAPITAL MANAGEMENT, LLC is a Castle Rock, Colorado based Financial Planning firm with nearly $229,550,445 assets under management, offering retirement planning & investment advisory services to 63 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 127402 |
| SEC# | 801-62196 |
| Assets Managed by Firm | $229,550,445 |
| No. of Clients | 63 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 63 | $229,550,445 |
| Individuals (other than high net worth individuals) | 17 | $2,950,687 |
| High net worth individuals | 29 | $97,070,641 |
| Pension and profit sharing plans | 7 | $46,637,422 |
| Charitable organizations | 4 | $10,633,788 |
| Corporations or other businesses | 6 | $72,257,907 |
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