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Building 2PEAK FINANCIAL ADVISORS

Map pinDENVER, CO
Phone303-316-2799
NotebookSEC #801-60554
Total AUM
$268.8M
Employees
3
Clients
122

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
155 SOUTH MADISON STREET
SUITE 210
DENVER
CO 80209
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
303-316-2799

ReceiptFinancials

Total AUM
$268.8M
Accounts
409
Discretionary
$267.3M
Accounts
391
Non-Discretionary
$1.4M
Accounts
18

ContactClients

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Individual Clients
50
AUM
$20.1M
HNW Individual Clients
70
AUM
$242.6M
Charitable Organization Clients
1
AUM
$4.7M
Corporation or Business Clients
1
AUM
$1.3M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CONENHTX

HandshakeAffiliates

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

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