Peak Investment Solutions, LLC
Peak Investment Solutions, LLC (CRD# 134846) is a financial advisory firm headquartered in Roseville, CA. They manage $75,739,458 in 251 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management76MILLION
Total Number of Accounts251ACCOUNTS
Average Account Value$301,751
- A percentage of assets under your management
- 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)
Theril Lund (CRD# 4936468) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Phoenix, AZ and has over 17 years of experience in the finance industry.
Kenneth Pope (CRD# 4936470) is an Investment Advisor Representative working at Peak Investment Solutions, LLC in Roseville, CA and has over 16 years of experience in the finance industry.