← Back to searchVisit website
PEAK CAPITAL MANAGEMENT, LLC
CRD 141488 · SEC 801-69009
9250 EAST COSTILLA AVENUE, SUITE 110, GREENWOOD VILLAGE, CO, 80112, United States
Phone
720 361-4016
Fax
719-465-1386
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$165.2M
Discretionary AUM
$96.6M
Team
5 total employees; 3 advisory reps; 8 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersADVICE ON ASSETS FOR WHICH NO FEE IS CHARGED
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 73 | $26.9M |
| High net worth individuals | 30 | $127.0M |
| Pension/profit sharing plans | 2 | $3.6M |
| Corporations/business entities | 5 | $7.7M |
States served
CA, CO, NM, TX
All web addresses on file
Official SEC filing: View on IAPD