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Home > Retirement Planners > idaho > ketchum > PACIFIC PEAK ADVISORS, LLC
PACIFIC PEAK ADVISORS, LLC
120 2nd Avenue
Suite 108
Ketchum, Idaho 83340
Tel: 949-737-2626
About PACIFIC PEAK ADVISORS, LLC
PACIFIC PEAK ADVISORS, LLC, formally registered with the SEC as PACIFIC PEAK ADVISORS, LLC. The firm was established in 06/26/2023. They have over 1 offices throughout the country.
PACIFIC PEAK ADVISORS, LLC is a Ketchum, Idaho based Financial Planning firm with nearly $207,434,000 assets under management, offering retirement planning & investment advisory services to 412 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 326711 |
| SEC# | 801-128225 |
| Assets Managed by Firm | $207,434,000 |
| No. of Clients | 412 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
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 | 412 | $207,434,000 |
| Individuals (other than high net worth individuals) | 110 | $36,765,458 |
| High net worth individuals | 58 | $161,689,288 |
| Pension and profit sharing plans | 3 | $8,979,254 |
More Retirement Planning firms in Ketchum, Idaho:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $9,361,493,116 | 386 | 63 | |
| $3,797,719,931 | 78 | 10 | |
| $2,856,919,716 | 463 | 34 | |
| $1,931,996,135 | 801 | 6 | |
| $1,380,795,719 | 2334 | 19 |
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