PEAK ASSET MANAGEMENT, LLC

LOUISVILLE, Colorado·4 registered advisors·CRD# 106944
SEC# 801-521180303-926-0100
01

Firm Overview

AUM
$825M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEAK ASSET MANAGEMENT, LLC

4 registered advisors
John Neal Mccorvie
LOUISVILLE, Colorado
Noel Fletcher Bennett
LOUISVILLE, Colorado
Tara Jill Hefty
LOUISVILLE, Colorado
Terrance William Hefty
LOUISVILLE, Colorado
05

Office Locations

LOUISVILLE, Colorado
4 advisors

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Data sourced from SEC Form ADV filings. PEAK ASSET MANAGEMENT, LLC (CRD# 106944) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.