Lone Peak Advisers
Lone Peak Advisers (CRD# 296772) is a financial advisory firm headquartered in Draper, UT. They manage $104,300,000 in 548 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management104MILLION
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Total Number of Accounts548ACCOUNTS
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Average Account Value$190,328
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CO, IA, ID, TX, UT
Financial Advisors at Lone Peak Advisers
1
Laura Warnock (CRD# 4220434) is an Investment Advisor Representative working at Lone Peak Advisers in Draper, UT and has over 23 years of experience in the finance industry.
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