Pacific Peak Advisors, LLC

Pacific Peak Advisors, LLC (CRD# 326711) is a financial advisory firm headquartered in Ketchum, ID. They manage $186,872,152 in 241 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
120 2nd Avenue, Suite 108, Ketchum, ID 83340
https://pacificpeakadvisors.com/
By the Numbers
  • Total Assets Under Management
    187
    MILLION
  • Total Number of Accounts
    241
    ACCOUNTS
  • Average Account Value
    $775,403
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
The map below shows states where this firm has explicit registration only.

CA, CO, ID, TX

Financial Advisors at Pacific Peak Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Sean Kovich, financial advisor Ketchum ID
Sean M. Kovich
CRD#: 5307667
120 N Second Avenue, Suite 108, Ketchum, ID 83340

Sean Kovich (CRD# 5307667) is an Investment Advisor Representative working at Pacific Peak Advisors, LLC in Ketchum, ID and has over 14 years of experience in the finance industry.

2
Robin Robertson, financial advisor Ketchum ID
Robin J. Robertson
CRD#: 1314405
120 N Second Avenue, Suite 108, Ketchum, ID 83340

Robin Robertson (CRD# 1314405) is an Investment Advisor Representative working at Pacific Peak Advisors, LLC in Ketchum, ID and has over 35 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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