LONE PEAK ADVISERS, LLC

LONE PEAK ADVISERS
DRAPER, Utah·6 registered advisors·CRD# 296772
SEC# 801-1276271801-855-8886
01

Firm Overview

AUM
$115M
Regulatory assets under management
Employees
10
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementFee-Only Advisory
04

Advisors at LONE PEAK ADVISERS, LLC

6 registered advisors
Brad Jedd Myers
DRAPER, Utah
Brett Allen Munson
DRAPER, Utah
David William James
DRAPER, Utah
Richard L Tolotti
DRAPER, Utah
Travis John Hudak
DRAPER, Utah
Tyler Scott Olson
DRAPER, Utah
05

Office Locations

DRAPER, Utah
6 advisors

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Data sourced from SEC Form ADV filings. LONE PEAK ADVISERS, LLC (CRD# 296772) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.