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Angela Jane Schrad

PEAK CAPITAL MANAGEMENT, LLC·COLORADO SPRINGS, Colorado
Unclaimed Profile
15455 GLENEAGLE DRIVE, COLORADO SPRINGS, CO 80921CRD# 6679275Firm CRD# 141488
01

About

Angela Jane Schrad is a registered financial advisor based in COLORADO SPRINGS, Colorado, affiliated with PEAK CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PEAK CAPITAL MANAGEMENT, LLC
PEAK CAPITAL MANAGEMENT, LLC
AUM
$156M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PEAK CAPITAL MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6679275
Firm CRD# 141488
1 disclosure on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Angela Jane Schrad offer?
Angela Jane Schrad specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COLORADO SPRINGS, Colorado for a consultation.
What are Angela Jane Schrad's credentials?
Angela Jane Schrad is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Angela Jane Schrad located?
Angela Jane Schrad is based in COLORADO SPRINGS, Colorado, working with PEAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the COLORADO SPRINGS metropolitan area and surrounding communities.
How does Angela Jane Schrad charge for services?
Angela Jane Schrad's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK CAPITAL MANAGEMENT, LLC?
PEAK CAPITAL MANAGEMENT, LLC has approximately 5 employees and manages $156M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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