Overview
Assets Under Management: $156 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 32
Average Client Assets: $3 million
Frequently Asked Questions
PEAK CAPITAL MANAGEMENT, 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 #141488), PEAK CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PEAK CAPITAL MANAGEMENT, LLC is headquartered in GREENWOOD VILLAGE, CO.
PEAK CAPITAL MANAGEMENT, LLC serves 32 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, PEAK CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PEAK CAPITAL MANAGEMENT, LLC manages $156 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, PEAK CAPITAL MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 354
Discretionary Accounts: 338
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 141488
Last Filing Date: 2024-03-28 00:00:00
Website: https://sk-llc.com