Lone Peak Asset Management, Inc.

Lone Peak Asset Management, Inc. (CRD# 117241) is a financial advisory firm headquartered in Westlake Village, CA. They manage $19,000,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
200 N Westlake Blvd, Suite 204, Westlake Village, CA 91362
By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $263,889
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
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lone Peak Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Walter Schwarz, financial advisor Westlake Village CA
Walter F. Schwarz
CRD#: 1057065
200 N Westlake Blvd Ste 205, Westlake Village, CA 91362

Walter Schwarz (CRD# 1057065) is an Investment Advisor Representative working at Lone Peak Asset Management, Inc. in Westlake Village, CA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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