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Robert Warren Minto

PEAK INVESTMENT MANAGEMENT, LTD.·MISSOULA, Montana
Clean recordPEAK INVESTMENT MANAGEMENT, LTD.
111 NORTH HIGGINS AVENUE, MISSOULA, MT 59802CRD# 4357428Firm CRD# 107918

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Warren Minto · MISSOULA, MT
Registration
CRD #4357428 · PEAK INVESTMENT MANAGEMENT, LTD.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Warren Minto is a registered financial advisor based in MISSOULA, Montana, affiliated with PEAK INVESTMENT MANAGEMENT, LTD.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
PEAK INVESTMENT MANAGEMENT, LTD.
PEAK INVESTMENT MANAGEMENT, LTD
AUM
$207M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at PEAK INVESTMENT MANAGEMENT, LTD. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4357428
Firm CRD# 107918
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Warren Minto offer?
Robert Warren Minto specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MISSOULA, Montana for a consultation.
What are Robert Warren Minto's credentials?
Robert Warren Minto is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Warren Minto located?
Robert Warren Minto is based in MISSOULA, Montana, working with PEAK INVESTMENT MANAGEMENT, LTD.. Their office serves clients in the MISSOULA metropolitan area and surrounding communities.
How does Robert Warren Minto charge for services?
Robert Warren Minto'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 PEAK INVESTMENT MANAGEMENT, LTD.?
PEAK INVESTMENT MANAGEMENT, LTD. has approximately 3 employees and manages $207M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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