Peak Financial Guidance LLC

Peak Financial Guidance LLC (CRD# 305485) is a financial advisory firm headquartered in Greenwood Village, CO. They manage $48,292,068 in 440 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6312 S Fiddlers Green Circle, Suite 300e, Greenwood Village, CO 80111
https://www.facebook.com/peakfinancialguidance
By the Numbers
  • Total Assets Under Management
    48
    MILLION
  • Total Number of Accounts
    440
    ACCOUNTS
  • Average Account Value
    $109,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Peak Financial Guidance LLC
Showing 1 - 3 of 3 top financial advisors.
1
Adam Horning, financial advisor Greenwood Village CO
Adam J. Horning
CRD#: 4508087
6312 S Fiddlers Green Circle, Suite 300e, Greenwood Village, CO 80111

Adam Horning (CRD# 4508087) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 21 years of experience in the finance industry.

2
Anant Mehta, financial advisor Greenwood Village CO
Anant S. Mehta
CRD#: 5163181
6312 S Fiddlers Green Circle, Suite 300e, Greenwood Village, CO 80111

Anant Mehta (CRD# 5163181) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 17 years of experience in the finance industry.

3
Justin Laurin, financial advisor Greenwood Village CO
Justin R. Laurin
CRD#: 5156176
6312 S Fiddlers Green Circle, Suite 300e, Greenwood Village, CO 80111

Justin Laurin (CRD# 5156176) is an Investment Advisor Representative working at Peak Financial Guidance LLC in Greenwood Village, CO and has over 10 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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