PACIFIC PEAK ADVISORS, LLC

KETCHUM, Idaho·2 registered advisors·CRD# 326711
SEC# 801-1282250949-737-2626
01

Firm Overview

AUM
$187M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
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 PACIFIC PEAK ADVISORS, LLC

2 registered advisors
Robin Jones Kovich Robertson
KETCHUM, Idaho
Sean Michael Kovich
KETCHUM, Idaho
CFP
05

Office Locations

KETCHUM, Idaho
2 advisors

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Data sourced from SEC Form ADV filings. PACIFIC PEAK ADVISORS, LLC (CRD# 326711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.