Peak Asset Management is an investment advisor in Louisville with $702.64 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
841291580
SEC advisor number
801-52118
FINRA CRD number
106944
AUM ?
$825.13 mm
(as of 27 Mar 24)
Accounts
1,025
(as of 27 Mar 24)
Employees
16
(14 investment advisory or research)
Address
Peak Asset Management
1371 E. HECLA DRIVE
LOUISVILLE
CO 80027
1371 E. HECLA DRIVE
LOUISVILLE
CO 80027
Phone
303-926-0100
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 May 24
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
14 Nov 23
13F-HR
Quarterly holdings report by institutional manager
11 Aug 23
13F-HR
Quarterly holdings report by institutional manager
10 May 23
13F-HR
Quarterly holdings report by institutional manager
30 Jan 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
12 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22