White Peaks Asset Management, LLC

White Peaks Asset Management, LLC (CRD# 119728) is a financial advisory firm headquartered in , . They manage $17,984,532 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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)
  • Selection of other advisers (including private fund managers)
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.


Financial Advisors at White Peaks Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
Charles R. Bernard
CRD#: 2108025
Denver, CO

Charles Bernard (CRD# 2108025) is an Investment Advisor Representative working at White Peaks Asset Management, LLC in Denver, CO and has over 22 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.