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Home > Retirement Planners > colorado > greenwood village > PEAK CAPITAL MANAGEMENT, LLC
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 |
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