WESTPEAK GLOBAL ADVISORS, LLC

LAFAYETTE, Colorado·5 registered advisors·CRD# 106769
SEC# 801-39554303-786-7700
01

Firm Overview

AUM
$294M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03

Specialties

Retirement PlanningWealth Management
04

Advisors at WESTPEAK GLOBAL ADVISORS, LLC

5 registered advisors
Eric David Krawetz
LAFAYETTE, Colorado
Ingrid Chan Hanson
LAFAYETTE, Colorado
Khalid Ghayur
LAFAYETTE, Colorado
Ronan Gerard Heaney
LAFAYETTE, Colorado
Stephen Christopher Platt
LAFAYETTE, Colorado
05

Office Locations

LAFAYETTE, Colorado
5 advisors

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Data sourced from SEC Form ADV filings. WESTPEAK GLOBAL ADVISORS, LLC (CRD# 106769) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.