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Building 2PEAK INVESTMENT SOLUTIONS, LLC

Map pinROSEVILLE, CA
Phone916-772-5022
NotebookSEC #801-64263
Total AUM
$35.1M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1508 EUREKA ROAD
SUITE 180
ROSEVILLE
CA 95661
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
916-772-5022

ReceiptFinancials

Total AUM
$35.1M
Accounts
245
Discretionary
$34M
Accounts
233
Non-Discretionary
$1M
Accounts
12

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
ASSETS UNDER ADVISEMENT

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAUT

HandshakeAffiliates

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

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