Overview
Assets Under Management: $207 million
Headquarters: KETCHUM, ID
High-Net-Worth Clients: 58
Average Client Assets: $3 million
Frequently Asked Questions
PACIFIC PEAK ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326711), PACIFIC PEAK ADVISORS, LLC is subject to fiduciary duty under federal law.
PACIFIC PEAK ADVISORS, LLC is headquartered in KETCHUM, ID.
PACIFIC PEAK ADVISORS, LLC serves 58 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, PACIFIC PEAK ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PACIFIC PEAK ADVISORS, LLC manages $207 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, PACIFIC PEAK ADVISORS, LLC serves high-net-worth individuals. View client details ↓
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