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Building 2PEAK ASSET MANAGEMENT, LLC

Map pinLOUISVILLE, CO
Phone303-926-0100
NotebookSEC #801-52118
Total AUM
$1B
Employees
16
Clients
344

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1371 E. HECLA DRIVE
SUITE A
LOUISVILLE
CO 80027
United States
Operating Hours
7:30 - 5:00
Monday - Friday
Phone
303-926-0100

ReceiptFinancials

Total AUM
$1B
Accounts
1,119
Discretionary
$1B
Accounts
1,105
Non-Discretionary
$7.1M
Accounts
14

ContactClients

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Individual Clients
118
AUM
$58.9M
HNW Individual Clients
215
AUM
$920.4M
Pension/Profit Sharing Plan Clients
1
AUM
$4.1M
Charitable Organization Clients
9
AUM
$26.6M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOCTFLGALAMAMONCNENHNVNYORTXWI

HandshakeAffiliates

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

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