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PEAK ROCK CAPITAL LLC

13413 Galleria Circle
Suite Q-300
Austin, Texas 78738
Tel: 512-765-6520

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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 StatusApproved
Firm CRD#165138
SEC#801-77089
Assets Managed by Firm$4,523,105,578
No. of Clients22
No. of Advisors54

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total22$4,523,105,578

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