PEAK CAPITAL MANAGEMENT, LLC

9250 East Costilla Avenue
Suite 110
Greenwood Village, Colorado 80112
Tel: 720 361-4016

About PEAK CAPITAL MANAGEMENT, LLC

PEAK CAPITAL MANAGEMENT, LLC, formally registered with the SEC as PEAK CAPITAL MANAGEMENT, LLC. The firm was established in 04/09/2008. They have over 1 offices throughout the country.

PEAK CAPITAL MANAGEMENT, LLC is a Greenwood Village, Colorado based Financial Planning firm with nearly $155,703,109 assets under management, offering retirement planning & investment advisory services to 354 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	141488
SEC#	801-69009
Assets Managed by Firm	$155,703,109
No. of Clients	354
No. of Advisors	5

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Other (ADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED)

Firm Client Information

	No. of Clients	AUM
Firm Total	354	$155,703,109
Individuals (other than high net worth individuals)	90	$31,860,825
High net worth individuals	32	$115,611,385
Pension and profit sharing plans	3	$2,600,240
Corporations or other businesses	7	$5,630,659

More Retirement Planning firms in Greenwood Village, Colorado:

Firm Name	Assets Under Management	Total Clients	Total Advisors
JANUS HENDERSON INVESTORS 151 Detroit Street Denver, CO, 80206	$239,345,489,058	6602	978
PUBLIC TRUST ADVISORS, LLC 717 17th Street, Suite 1850 Denver, CO, 80202	$81,139,239,094	82	81
TRANSAMERICA ASSET MANAGEMENT, INC. 1801 California Street, Suite 5200 Denver, CO, 80202	$65,938,129,807	135	60
EMPOWER CAPITAL MANAGEMENT, LLC 8515 East Orchard Road 2t3 Greenwood Village, CO, 80111	$64,880,528,684	154	305
ALPS ADVISORS, INC. 1290 Broadway Suite 1000 Denver, CO, 80203	$24,019,792,910	7	64

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