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Home > Retirement Planners > colorado > louisville > PEAK ASSET MANAGEMENT, LLC
PEAK ASSET MANAGEMENT, LLC
1371 E. Hecla Drive
Suite A
Louisville, Colorado 80027
Tel: 303-926-0100
About PEAK ASSET MANAGEMENT, LLC
PEAK ASSET MANAGEMENT, LLC, formally registered with the SEC as PEAK ASSET MANAGEMENT, LLC. The firm was established in 04/22/1996. They have over 1 offices throughout the country.
PEAK ASSET MANAGEMENT, LLC is a Louisville, Colorado based Financial Planning firm with nearly $825,132,300 assets under management, offering retirement planning & investment advisory services to 1025 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106944 |
| SEC# | 801-52118 |
| Assets Managed by Firm | $825,132,300 |
| No. of Clients | 1025 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1025 | $825,132,300 |
| Individuals (other than high net worth individuals) | 119 | $62,713,920 |
| High net worth individuals | 180 | $734,326,835 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,207,780 |
| Charitable organizations | 9 | $24,127,337 |
| Corporations or other businesses | Fewer than 5 clients | $756,428 |
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