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).

By the Numbers
  • Total Assets Under Management
    165
    MILLION
  • Total Number of Accounts
    544
    ACCOUNTS
  • Average Account Value
    $303,441
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, NM, TX

Financial Advisors at Peak Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Brian D. Lockhart
CRD#: 2508255
9250 East Costilla Avenue, Suite 430, Greenwood Village, CO 80112

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.

2
Clint E. Pekrul
CRD#: 3241650
9250 East Costilla Avenue, Suite 430, Greenwood Village, CO 80112

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.

3
Quinlan J. Vandekoppel
CRD#: 7211100
9250 East Costilla Avenue, Suite 110, Greenwood Village, CO 80112

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.

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