Peak Financial Advisors
Peak Financial Advisors (CRD# 115207) is a financial advisory firm headquartered in Denver, CO. They manage $230,298,334 in 403 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management230MILLION
-
Total Number of Accounts403ACCOUNTS
-
Average Account Value$571,460
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
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, NE, NH, TX
Financial Advisors at Peak Financial Advisors
1
Debbie Freeman (CRD# 5756376) is an Investment Advisor Representative working at Peak Financial Advisors in Denver, CO and has over 17 years of experience in the finance industry.
2
Brian Sells (CRD# 2617524) is an Investment Advisor Representative working at Peak Financial Advisors in Denver, CO and has over 28 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.