ALPINE PEAKS CONSULTING
Firm details
- Headquarters
- ALPINE MEADOWS, California
- CRD number
- 154366
- Website
- alppeaks.com
- Custodians
- UBS FINANCIAL SERVICES INC., CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, MANULIFE JOHN HANCOCK BROKERAGE SERVICES LLC
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI66.11%
- Individuals33.89%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Alpine Peaks Consulting is a small, independent registered investment adviser operating as a sole proprietorship and owned by an individual. The firm focuses on financial planning and portfolio management for individuals and small businesses. Its client base is concentrated among individual and family clients, and it charges clients on an hourly or fixed-fee basis rather than following a typical AUM fee schedule. Alpine Peaks is not positioned as a capital allocator, does not identify as an ESG investor, and does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities68%
- Exchange Traded Equities18%
- Cash & Cash Equivalents10%
- US Government Bonds3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1EVAN SALKE
Investment Advisor RepresentativeCRD 5810417
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
ALPINE MEADOWS, CA
PLACER
Location
ALPINE MEADOWS, CA
Headquartered in ALPINE MEADOWS, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- PLACER
- Address
- 1441 Beaver Dam Trl
- Time zone
- PT (UTC-8)
- Office locations
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