Lone Peak Capital Management, LLC
Lone Peak Capital Management, LLC (CRD# 284298) is a financial advisory firm headquartered in Lehi, UT. They manage $10,604,246 in 49 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Lone Peak Capital Management, LLC
By the Numbers
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Total Assets Under Management11MILLION
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Total Number of Accounts49ACCOUNTS
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Average Account Value$216,413
Compensation Options
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Lone Peak Capital Management, LLC
1
John Coles (CRD# 6328737) is an Investment Advisor Representative working at Lone Peak Capital Management, LLC in Draper, UT and has over 9 years of experience in the finance industry.
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