13413 Galleria Circle
Suite Q-300
Austin, Texas 78738
Tel: 512-765-6520
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.
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 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 22 | $4,523,105,578 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$749,622,475,396 | 1153 | 1166 | |
$298,729,428,900 | 360116 | 4065 | |
$151,257,095,924 | 2923 | 481 | |
$141,927,200,000 | 158 | 1036 | |
$118,041,119,970 | 827 | 319 |
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