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LONE PEAK ASSET MANAGEMENT, INC.
CRD 117241
200 N WESTLAKE BLVD, SUITE 204, WESTLAKE VILLAGE, CA, 91362, United States
Phone
800-449-2420
Fax
801-756-2093
Registration
— (—)
Source
State registered
Total AUM
$19.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $19.0M |
Official SEC filing: View on IAPD