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Kimberly Lynn Collins

THREE PEAKS CAPITAL MANAGEMENT, LLC·CASTLE ROCK, Colorado
SIE, Series 7, Series 28, Series 99TOClean recordTHREE PEAKS CAPITAL MANAGEMENT, LLC
3750 DACORO LANE, CASTLE ROCK, CO 80109CRD# 1952612Firm CRD# 127402

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kimberly Lynn Collins · CASTLE ROCK, CO
Registration
CRD #1952612 · THREE PEAKS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 28
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
THREE PEAKS CAPITAL MANAGEMENT, LLC
CRD 127402 · SEC 801-62196
AUM
$230M
Regulatory assets under management
Employees
5
63 client accounts
Services offered by THREE PEAKS CAPITAL MANAGEMENT, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at THREE PEAKS CAPITAL MANAGEMENT, LLC →
Introduction

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Frequently Asked Questions

What services does Kimberly Lynn Collins offer?
Kimberly Lynn Collins specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CASTLE ROCK, Colorado for a consultation.
What are Kimberly Lynn Collins's credentials?
Kimberly Lynn Collins is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Lynn Collins located?
Kimberly Lynn Collins is based in CASTLE ROCK, Colorado, working with THREE PEAKS CAPITAL MANAGEMENT, LLC. Their office serves clients in the CASTLE ROCK metropolitan area and surrounding communities.
How does Kimberly Lynn Collins charge for services?
Kimberly Lynn Collins's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THREE PEAKS CAPITAL MANAGEMENT, LLC?
THREE PEAKS CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $230M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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