Five Peaks Financial Consulting, Inc.

Five Peaks Financial Consulting, Inc. (CRD# 115341) is a financial advisory firm headquartered in , . They manage $86,966,130 in 45 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    87
    MILLION
  • Total Number of Accounts
    45
    ACCOUNTS
  • Average Account Value
    $1,932,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Five Peaks Financial Consulting, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joyce A. Rolfes
CRD#: 2477586
Phoenix, AZ

Joyce Rolfes (CRD# 2477586) is an Investment Advisor Representative working at Five Peaks Financial Consulting, Inc. in Phoenix, AZ and has over 29 years of experience in the finance industry.

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