LONE PEAK ADVISERS

11650 South State Street
Suite 200
Draper, Utah 84020-7150
Tel: 801-855-8886

About LONE PEAK ADVISERS

LONE PEAK ADVISERS, formally registered with the SEC as LONE PEAK ADVISERS. The firm was established in 03/28/2023. They have over 1 offices throughout the country.

LONE PEAK ADVISERS is a Draper, Utah based Financial Planning firm with nearly $119,000,000 assets under management, offering retirement planning & investment advisory services to 743 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	296772
SEC#	801-127627
Assets Managed by Firm	$119,000,000
No. of Clients	743
No. of Advisors	10

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	743	$119,000,000
Individuals (other than high net worth individuals)	681	$94,000,000
High net worth individuals	37	$25,000,000

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