Lone Peak Asset Management, Inc.
Lone Peak Asset Management, Inc. (CRD# 117241) is a financial advisory firm headquartered in Alpine, UT. They manage $20,000,000 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$266,667
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Walter Schwarz (CRD# 1057065) is an Investment Advisor Representative working at Lone Peak Asset Management, Inc. in American Fork, UT and has over 27 years of experience in the finance industry.