CASTLE PEAK CAPITAL ADVISORS, LLC

11 registered advisors·CRD# 161191
SEC# 802-1137000612-710-9324
01

Firm Overview

AUM
$79M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Other
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at CASTLE PEAK CAPITAL ADVISORS, LLC

11 registered advisors
Alekhya Farwig
MINNEAPOLIS, Minnesota
Bryan Kent Sauer
MINNEAPOLIS, Minnesota
Dennis Marshall Mathisen
MINNEAPOLIS, Minnesota
Eun Lee Stowell
MINNEAPOLIS, Minnesota
Jason James Knapp
MINNEAPOLIS, Minnesota
John Mario Lynch
MINNEAPOLIS, Minnesota
John Richard Trapnell
MINNEAPOLIS, Minnesota
Karlyn Raney Kent
MINNEAPOLIS, Minnesota
Kenneth Maitland Duncan
MINNEAPOLIS, Minnesota
Scott Harold Anderson
MINNEAPOLIS, Minnesota
Steve William Allison
MINNEAPOLIS, Minnesota
05

Office Locations

MINNEAPOLIS, Minnesota
11 advisors

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Data sourced from SEC Form ADV filings. CASTLE PEAK CAPITAL ADVISORS, LLC (CRD# 161191) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.