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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Lone Peak Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Walter F. Schwarz
CRD#: 1057065
765 East 340 South, Suite 200, American Fork, UT 84003

Walter Schwarz (CRD# 1057065) is an Investment Advisor Representative working at Lone Peak Asset Management, Inc. in American Fork, UT and has over 25 years of experience in the finance industry.

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