Peak Asset Management is an independent, comprehensive and objective financial advisory firm. With our focus on long-term capital appreciation, we prioritize our client relationships, and bring a human touch to dollars and cents. Through our long-term back-to-basics investment philosophy, we aim to positively affect clients through the many transitions of their lives. We’re in it with you for the long-haul, through strong, disciplined management, a focus on asset building for financial security, and financial education across generations. To maximize the effectiveness of our services, we’ve built our business on three fundamental principles: (1) We work directly for our clients, (2) We proactively promote and facilitate client communication, and (3) We construct a personalized investment portfolio for each client. We believe these principles position us to provide a superior solution to a select group of investors (our high-wealth clients typically have assets over $1 million). We look forward to talking with you about your financial goals. Learn more at http://www.peakam.com. Investment advisory services are provided by Peak Asset Management, LLC, a SEC-registered Investment Adviser. Postings on LinkedIn from Peak Asset Management, LLC are monitored, stored and made available to regulators as requested.
View Top Employees from Peak Asset Management, LLC, ColoradoWebsite | http://www.peakam.com |
Revenue | $2 million |
Employees | 19 (19 on RocketReach) |
Founded | 1994 |
Address | 11289 Strang Line Rd, Lenexa, Kansas 66215, US |
Phone | (913) 825-7325 |
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Industry | Financial Services, Finance General, Wealth Management, Finance, Portfolio Management, Financial Planning, Personal Wealth Advisors |
Competitors | Abbey Mortgage & Investments, Inc., Blackhawk Investments Corp, Lantzman Lending, North Coast Financial, Inc. |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Peak Asset Management, LLC, Colorado employee's phone or email?
The Peak Asset Management, LLC, Colorado annual revenue was $2 million in 2024.
19 people are employed at Peak Asset Management, LLC, Colorado.
Peak Asset Management, LLC, Colorado is based in Lenexa, Kansas.
The NAICS codes for Peak Asset Management, LLC, Colorado are [5239, 523, 52393, 52].
The SIC codes for Peak Asset Management, LLC, Colorado are [628, 62].