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).
Total Assets Under Management18MILLION
Total Number of Accounts10ACCOUNTS
Average Account Value$1,798,453
- A percentage of assets under your management
- Performance-based fees
- 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 22 years of experience in the finance industry.