Saddle Peak Asset Management, LLC

Saddle Peak Asset Management, LLC (CRD# 137341) is a financial advisory firm headquartered in Santa Monica, CA. They manage $19,930,255 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $6,643,418
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

CA

Financial Advisors at Saddle Peak Asset Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Douglas W. Grey
CRD#: 2678130
1299 Ocean Ave., Suite 313, Santa Monica, CA 90401
93
Wealthminder
score

Douglas Grey (CRD# 2678130) is an Investment Advisor Representative working at Saddle Peak Asset Management, LLC in Santa Monica, CA and has over 21 years of experience in the finance industry.

2
Joshua B. Lipman
CRD#: 5648321
1299 Ocean,, Suite 313, Santa Monica, CA 90401
93
Wealthminder
score

Joshua Lipman (CRD# 5648321) is an Investment Advisor Representative working at Saddle Peak Asset Management, LLC in Santa Monica, CA and has over 5 years of experience in the finance industry.

3
Rad S. Nakama
CRD#: 5428855
1299 Ocean,, Suite 313, Santa Monica, CA 90401
93
Wealthminder
score

Rad Nakama (CRD# 5428855) is an Investment Advisor Representative working at Saddle Peak Asset Management, LLC in Santa Monica, CA and has over 6 years of experience in the finance industry.

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