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PEAK FINANCIAL ADVISORS
155 South Madison Street
Suite 210
Denver, Colorado 80209
Tel: 303-316-2799
About PEAK FINANCIAL ADVISORS
PEAK FINANCIAL ADVISORS, formally registered with the SEC as PEAK FINANCIAL ADVISORS. The firm was established in 09/10/2001. They have over 1 offices throughout the country.
PEAK FINANCIAL ADVISORS is a Denver, Colorado based Financial Planning firm with nearly $251,823,085 assets under management, offering retirement planning & investment advisory services to 402 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 115207 |
| SEC# | 801-60554 |
| Assets Managed by Firm | $251,823,085 |
| No. of Clients | 402 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 402 | $251,823,085 |
| Individuals (other than high net worth individuals) | 55 | $21,147,665 |
| High net worth individuals | 70 | $228,425,385 |
| Charitable organizations | 1 | $1,125,057 |
| Corporations or other businesses | 1 | $1,124,978 |
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