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Home > Retirement Planners > colorado > denver > COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
201 Milwaukee Street
Suite 200
Denver, Colorado 80206
Tel: 303-801-3549
About COLLEGIATE PEAKS ASSET MANAGEMENT, LLC
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC, formally registered with the SEC as COLLEGIATE PEAKS ASSET MANAGEMENT, LLC. The firm was established in 07/27/2022. They have over 1 offices throughout the country.
COLLEGIATE PEAKS ASSET MANAGEMENT, LLC is a Denver, Colorado based Financial Planning firm with nearly $344,241,480 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 322086 |
| SEC# | 801-126197 |
| Assets Managed by Firm | $344,241,480 |
| No. of Clients | 6 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 6 | $344,241,480 |
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