Peak Investment Advisors, Inc.
Peak Investment Advisors, Inc. (CRD# 113967) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $120,202,857 in 173 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management120MILLION
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Total Number of Accounts173ACCOUNTS
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Average Account Value$694,814
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO
Financial Advisors at Peak Investment Advisors, Inc.
1
Richard Mueller (CRD# 2460848) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Colorado Springs, CO and has over 30 years of experience in the finance industry.
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