Overview
Assets Under Management: $207 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 77.95
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 412
Discretionary Accounts: 412
Regulatory Filings
CRD Number: 326711
Last Filing Date: 2025-02-06 00:00:00
Website: https://pacificpeakadvisors.com