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Tara Jill Hefty

PEAK ASSET MANAGEMENT, LLC·LOUISVILLE, Colorado
Unclaimed Profile
1371 E. HECLA DRIVE, LOUISVILLE, CO 80027CRD# 5469036Firm CRD# 106944
01

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.

02

Focus Areas

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

Firm Overview

Firm
PEAK ASSET MANAGEMENT, LLC
PEAK ASSET MANAGEMENT, LLC
AUM
$825M
Regulatory assets under management
Employees
16
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 5469036
Firm CRD# 106944
No disclosures on file
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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Other advisors in LOUISVILLE
Noel Fletcher Bennett — PEAK ASSET MANAGEMENT, LLCJohn Neal Mccorvie — PEAK ASSET MANAGEMENT, LLCChris Matthew Rebich — TORO WEST CAPITAL ADVISORS, LLCJeremy Michael Shevlin — TORO WEST CAPITAL ADVISORS, LLCTerrance William Hefty — PEAK ASSET MANAGEMENT, LLC
Nearby cities in Colorado
DENVER (1269)GREENWOOD VILLAGE (262)BOULDER (238)COLORADO SPRINGS (134)CENTENNIAL (67)
City Guides
DENVER GuideGREENWOOD VILLAGE GuideBOULDER GuideCOLORADO SPRINGS GuideCENTENNIAL Guide
Research
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