Lone Peak Capital Management, LLC

Lone Peak Capital Management, LLC (CRD# 284298) is a financial advisory firm headquartered in Lehi, UT. They manage $10,604,246 in 49 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2901 Bluegrass Blvd, Suite 200, Lehi, UT 84043
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    49
    ACCOUNTS
  • Average Account Value
    $216,413
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Lone Peak Capital Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John Coles, financial advisor Draper UT
John D. Coles
CRD#: 6328737
11650 South State Street, Suite 102, Draper, UT 84020

John Coles (CRD# 6328737) is an Investment Advisor Representative working at Lone Peak Capital Management, LLC in Draper, UT and has over 9 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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