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WESTPEAK GLOBAL ADVISORS, LLC
WESTPEAK GLOBAL ADVISORS, LLC
LAFAYETTE, Colorado
·
4 registered advisors
·
CRD# 106769
SEC# 801-39554
303-786-7700
01
Firm Overview
AUM
$294M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at WESTPEAK GLOBAL ADVISORS, LLC
4 registered advisors
Eric David Krawetz
LAFAYETTE, Colorado
CRD# 5117218
Khalid Ghayur
LAFAYETTE, Colorado
CRD# 5432000
Ronan Gerard Heaney
LAFAYETTE, Colorado
CRD# 5880801
Stephen Christopher Platt
LAFAYETTE, Colorado
CRD# 5655171
05
Office Locations
LAFAYETTE, Colorado
4 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
.