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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • Average Account Value
    $2,151,321
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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)
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.

CO

Financial Advisors at White Peaks Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Charles R. Bernard
CRD#: 2108025
Denver, CO
93
Wealthminder
score

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.

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