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PEAK ROCK CAPITAL LLC
13413 Galleria Circle
Suite Q-300
Austin, Texas 78738
Tel: 512-765-6520
About PEAK ROCK CAPITAL LLC
PEAK ROCK CAPITAL LLC, formally registered with the SEC as PEAK ROCK CAPITAL LLC. The firm was established in 09/30/2012. They have over 2 offices throughout the country.
PEAK ROCK CAPITAL LLC is a Austin, Texas based Financial Planning firm with nearly $4,523,105,578 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 54 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165138 |
| SEC# | 801-77089 |
| Assets Managed by Firm | $4,523,105,578 |
| No. of Clients | 22 |
| No. of Advisors | 54 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $4,523,105,578 |
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