Overview
Assets Under Management: $252 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 70
Average Client Assets: $3 million
Frequently Asked Questions
PEAK FINANCIAL 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 #115207), PEAK FINANCIAL ADVISORS, LLC is subject to fiduciary duty under federal law.
PEAK FINANCIAL ADVISORS, LLC is headquartered in DENVER, CO.
PEAK FINANCIAL ADVISORS, LLC serves 70 high-net-worth clients according to their SEC filing dated January 30, 2025. View client details ↓
According to their SEC Form ADV, PEAK FINANCIAL ADVISORS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PEAK FINANCIAL ADVISORS, LLC manages $252 million in client assets according to their SEC filing dated January 30, 2025.
According to their SEC Form ADV, PEAK FINANCIAL 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: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.71
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 402
Discretionary Accounts: 384
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 115207
Last Filing Date: 2025-01-30 00:00:00
Website: https://peakfinancial.net