Peak Capital Management, LLC
Peak Capital Management, LLC (CRD# 141488) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $165,071,666 in 544 accounts and serve the financial needs of clients across 4 states (or territories).
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Total Assets Under Management165MILLION
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Total Number of Accounts544ACCOUNTS
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Average Account Value$303,441
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
CA, CO, NM, TX
Brian Lockhart (CRD# 2508255) is an Investment Advisor Representative working at Peak Capital Management, LLC in Greenwood Village, CO and has over 29 years of experience in the finance industry.
Clint Pekrul (CRD# 3241650) is an Investment Advisor Representative working at Peak Capital Management, LLC in Greenwood Village, CO and has over 24 years of experience in the finance industry.
Quinlan Vandekoppel (CRD# 7211100) is an Investment Advisor Representative working at Peak Capital Management, LLC in Greenwood Village, CO and has over 4 years of experience in the finance industry.