White Peaks Asset Management, LLC
White Peaks Asset Management, LLC (CRD# 119728) is a financial advisory firm headquartered in , . They manage $17,210,565 in 8 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management17MILLION
Total Number of Accounts8ACCOUNTS
Average Account Value$2,151,321
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Charles Bernard (CRD# 2108025) is an Investment Advisor Representative working at White Peaks Asset Management, LLC in Denver, CO and has over 20 years of experience in the finance industry.