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).

Current Firm Details
1371 E. Hecla Drive, Suite A, Louisville, CO 80027
https://www.peakam.com
By the Numbers
  • Total Assets Under Management
    825
    MILLION
  • Total Number of Accounts
    1,025
    ACCOUNTS
  • Average Account Value
    $805,007
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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, CA, CO, CT, FL, GA, LA, MA, MO, NC, NE, NV, NY, TX, WI

Financial Advisors at Peak Asset Management, LLC
Showing 11 - 13 of 13 top financial advisors.
11
Jason Foster, financial advisor Louisville CO
Jason R. Foster
CRD#: 6592312
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Jason Foster (CRD# 6592312) 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.

12
Thomas Miller, financial advisor Louisville CO
Thomas D. Miller
CRD#: 2441342
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

Thomas Miller (CRD# 2441342) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 29 years of experience in the finance industry.

13
John Russell, financial advisor Louisville CO
John H. Russell
CRD#: 7289033
1371 E. Hecla Drive, Suite A, Louisville, CO 80027

John Russell (CRD# 7289033) is an Investment Advisor Representative working at Peak Asset Management, LLC in Louisville, CO and has over 3 years of experience in the finance industry.

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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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