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3 PEAKS FINANCIAL
3 PEAKS FINANCIAL ADVISORS, LLC
CRD 296817
2677 E 17TH STREET,, SUITE 100, AMMON, ID, 83406, United States
Phone
(208) 881-5505
Fax
208-881-5364
Registration
— (—)
Source
State registered
Total AUM
$53.6M
Discretionary AUM
$53.6M
Team
3 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 266 | $39.5M |
| High net worth individuals | 14 | $12.9M |
| Corporations/business entities | 1 | $1.2M |
All web addresses on file
Official SEC filing: View on IAPD