Peak Investment Management, Ltd

Peak Investment Management, Ltd (CRD# 107918) is a financial advisory firm headquartered in Missoula, MT. They manage $207,479,924 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $2,117,142
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MT, VA, VT

Financial Advisors at Peak Investment Management, Ltd
Showing 1 - 2 of 2 top financial advisors.
1
David R. Rehbein
CRD#: 2563545
111 North Higgins, Suite 200, Missoula, MT 59802
93
Wealthminder
score

David Rehbein (CRD# 2563545) is an Investment Advisor Representative working at Peak Investment Management, Ltd in Missoula, MT and has over 22 years of experience in the finance industry.

2
Hannah L. Santa Cruz
CRD#: 5947577
111 North Higgins Avenue, Suite 200, Missoula, MT 59802
90
Wealthminder
score

Hannah Santa Cruz (CRD# 5947577) is an Investment Advisor Representative working at Peak Investment Management, Ltd in Missoula, MT and has over 5 years of experience in the finance industry.

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