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Building 2PACIFIC PEAK ADVISORS, LLC

Map pinKETCHUM, ID
Phone949-737-2626
NotebookSEC #801-128225
Total AUM
$223.7M
Employees
2
Clients
186

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 2ND AVENUE
SUITE 108
KETCHUM
ID 83340
United States
Operating Hours
7:30 AM (MT) - 3 PM (MT)
Monday - Friday
Phone
949-737-2626

ReceiptFinancials

Total AUM
$223.7M
Accounts
415
Discretionary
$223.7M
Accounts
415
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
128
AUM
$34.7M
HNW Individual Clients
54
AUM
$176.8M
Pension/Profit Sharing Plan Clients
4
AUM
$12.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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