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 3 offices throughout the country.
PEAK ROCK CAPITAL LLC is a Austin, Texas based Financial Planning firm with nearly $3,895,504,201 assets under management, offering retirement planning & investment advisory services to 16 clients. The firm is staffed with 52 experienced financial planners.
SEC Current Status | Approved |
Firm CRD# | 165138 |
SEC# | 801-77089 |
Assets Managed by Firm | $3,895,504,201 |
No. of Clients | 16 |
No. of Advisors | 52 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 16 | $3,895,504,201 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$652,741,971,627 | 818 | 1096 | |
$192,398,103,714 | 269289 | 3349 | |
$140,836,403,633 | 3419 | 510 | |
$134,002,200,000 | 147 | 906 | |
$104,977,500,000 | 95 | 353 |
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