3 Peaks Financial

3 Peaks Financial (CRD# 296817) is a financial advisory firm headquartered in Ammon, ID. They manage $43,352,058 in 484 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
2677 E 17th Street,, Suite 100, Ammon, ID 83406
https://www.facebook.com/3peaksfinancial
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    484
    ACCOUNTS
  • Average Account Value
    $89,570
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, ID, MT, UT, WA

Financial Advisors at 3 Peaks Financial
Showing 1 - 2 of 2 top financial advisors.
1
Shane Hill, financial advisor Ammon ID
Shane J. Hill
CRD#: 2571116
2677 E 17th Street,, Suite 100, Ammon, ID 83406

Shane Hill (CRD# 2571116) is an Investment Advisor Representative working at 3 Peaks Financial in Ammon, ID and has over 29 years of experience in the finance industry.

2
Connor Dye, financial advisor Ammon ID
Connor W. Dye
CRD#: 7328913
2677 E 17th Street,, Suite 100, Ammon, ID 83406

Connor Dye (CRD# 7328913) is an Investment Advisor Representative working at 3 Peaks Financial in Ammon, ID and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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