1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PEAK INVESTMENT ADVISORS, INC.

Map pinCOLORADO SPRINGS, CO
Phone719-260-6475
NotebookSEC #801-130549
Total AUM
$234.6M
Employees
2
Clients
40

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5825 DELMONICO DRIVE
SUITE 310
COLORADO SPRINGS
CO 80919
United States
Operating Hours
9AM--5PM
Monday - Friday
Phone
719-260-6475
Other Offices
1

ReceiptFinancials

Total AUM
$234.6M
Accounts
195
Discretionary
$152.9M
Accounts
192
Non-Discretionary
$81.7M
Accounts
3

ContactClients

View more in analytics →

Individual Clients
14
AUM
$6.5M
HNW Individual Clients
25
AUM
$224.6M
Charitable Organization Clients
1
AUM
$3.5M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
COFL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account