PEAKSHARES LLC
Total AUM
$110M
Employees
4Clients
2Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2701 N. ROCKY POINT DRIVE
SUITE 1000
TAMPA
FL 33607
United States
SUITE 1000
TAMPA
FL 33607
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Monday - Friday
Phone
877-577-3257
Financials
Total AUM
$110M
Accounts
2Discretionary
$110M
Accounts
2Non-Discretionary
$0
Accounts
0
Clients
Investment Company Clients
2AUM
$110M
Services
Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
None reported
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.