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Geoffry Sean Eliason

PEAK CAPITAL MANAGEMENT, LLC·GREENWOOD VILLAGE, Colorado
Unclaimed Profile
9250 EAST COSTILLA AVENUE, GREENWOOD VILLAGE, CO 80112CRD# 4904780Firm CRD# 141488
01

About

Geoffry Sean Eliason is a registered financial advisor based in GREENWOOD VILLAGE, 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# 4904780
Firm CRD# 141488
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Geoffry Sean Eliason offer?
Geoffry Sean Eliason specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GREENWOOD VILLAGE, Colorado for a consultation.
What are Geoffry Sean Eliason's credentials?
Geoffry Sean Eliason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Geoffry Sean Eliason located?
Geoffry Sean Eliason is based in GREENWOOD VILLAGE, Colorado, working with PEAK CAPITAL MANAGEMENT, LLC. Their office serves clients in the GREENWOOD VILLAGE metropolitan area and surrounding communities.
How does Geoffry Sean Eliason charge for services?
Geoffry Sean Eliason'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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Other advisors in GREENWOOD VILLAGE
Scott Charles Sipple — ADVISED ASSETS GROUP, LLCKarin Elaine Johnson — IMPACT CAPITAL PARTNERS LLCWilliam Craig Jeffries — EMPOWER ADVISORY GROUP, LLCSteven James Stillman — EMPOWER ADVISORY GROUP, LLCDouglas Guy Temple — ASCENT INVESTMENT ADVISORS, LLC
Nearby cities in Colorado
DENVER (1269)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)ENGLEWOOD (66)
City Guides
DENVER GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL GuideENGLEWOOD Guide
Research
Advisor Fees in ColoradoNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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