Peak Asset Management, LLC
Peak Asset Management, LLC (CRD# 106944) is a financial advisory firm headquartered in Louisville, CO. They manage $825,132,300 in 1,025 accounts and serve the financial needs of clients across 15 states (or territories).
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Total Assets Under Management825MILLION
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Total Number of Accounts1,025ACCOUNTS
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Average Account Value$805,007
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, CT, FL, GA, LA, MA, MO, NC, NE, NV, NY, TX, WI
Bethany Aylor (CRD# 6353182) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 8 years of experience in the finance industry.
Noel Bennett (CRD# 4359632) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Tara Hefty (CRD# 5469036) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Terrance Hefty (CRD# 2766094) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 27 years of experience in the finance industry.
John McCorvie (CRD# 1509677) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 37 years of experience in the finance industry.
Julie Pribble (CRD# 2319095) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 31 years of experience in the finance industry.
Terry Robinette (CRD# 4355257) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Brent Yanagida (CRD# 2393687) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 16 years of experience in the finance industry.
Sophia Berglund (CRD# 7688713) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.
Timothy Burt (CRD# 5669245) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has 1 year of experience in the finance industry.