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PEAK INVESTMENT COACHING, LLC
CRD 167757
88 WEST CENTER STREET, LOGAN, UT, 84321, United States
Phone
435-494-1742
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 369 | $0 |
| High net worth individuals | 11 | $0 |
All web addresses on file
Official SEC filing: View on IAPD