Unclaimed Profile

Tara Jill Hefty

PEAK ASSET MANAGEMENT, LLC·LOUISVILLE, Colorado

Clean recordPEAK ASSET MANAGEMENT, LLC

1371 E. HECLA DRIVE, LOUISVILLE, CO 80027CRD# 5469036Firm CRD# 106944

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tara Jill Hefty · LOUISVILLE, CO

Registration

CRD #5469036 · PEAK ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tara Jill Hefty is a registered financial advisor based in LOUISVILLE, Colorado, affiliated with PEAK ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PEAK ASSET MANAGEMENT, LLC

AUM

$825M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEAK ASSET MANAGEMENT, LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 5469036

Firm CRD# 106944

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Tara Jill Hefty offer?

Tara Jill Hefty specializes in Financial Planning, Investment Management. Contact their office in LOUISVILLE, Colorado for a consultation.

What are Tara Jill Hefty's credentials?

Tara Jill Hefty is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tara Jill Hefty located?

Tara Jill Hefty is based in LOUISVILLE, Colorado, working with PEAK ASSET MANAGEMENT, LLC. Their office serves clients in the LOUISVILLE metropolitan area and surrounding communities.

How does Tara Jill Hefty charge for services?

Tara Jill Hefty'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 ASSET MANAGEMENT, LLC?

PEAK ASSET MANAGEMENT, LLC has approximately 16 employees and manages $825M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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