Company Overview
- Website
- peakam.com
- Phone
- (913) 825-7325(303) 926-0100
- Employees
- 19
- Founded in
- 1994
- Industry
- Financial Services
- NAICS Codes
-
52 - Finance and Insurance523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities
Financials & Stats
Revenue
$2B
Recent News & Media
Thank you to our great clients for making this possible. You and your families are why we do what we do and the reason for our team's success. We are honored to be recognized on the 2024 Forbes America's Top Wealth Management Teams List. To our outst
- Nov 26, 2024
- linkedin.com
Tara Hefty, CFA, FRM - Managing Partner, Wealth Advisor - Peak Asset Management, LLC, Colorado
- May 27, 2021
- linkedin.com
Bethany Aylor, CFP®, EA, CEP - Peak Asset Management, LLC, Colorado
- Apr 2, 2020
- linkedin.com
Johnny Russell, CFA - Wealth Advisor - Peak Asset Management, LLC, Colorado
- Apr 4, 2018
- linkedin.com
Sophie Berglund - Wealth Advisor - Peak Asset Management, LLC, Colorado
- Dec 6, 2015
- linkedin.com
Noel Bennett - Portfolio Manager - Peak Asset Management, LLC, Colorado
- Nov 29, 2015
- linkedin.com
Company Leadership
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 2M | 2 | Austin, TX | ||
| 2M | 3 | Pittsburgh, PA | 2002 | |
| 2M | 6 | San Antonio, TX | ||
| 2M | 11 | Schaumburg, IL | 2004 | |
| 2M | 5 | Pittsburgh, PA | 1987 |