PEAK HORIZONS CAPITAL
Firm details
- Headquarters
- CLEARFIELD, Utah
- CRD number
- 339560
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals75.31%
- HNWI24.69%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peak Horizons Capital is an independent, individually owned registered investment adviser organized as an LLC that focuses on advising individuals, families and small-business owners. Its advisory work centers on financial planning and discretionary portfolio management. Compensation is primarily a percentage of assets under management, with hourly fees used for some planning or consulting engagements. The firm reports it is not an active ESG investor, is not structured as a capital allocator, and it does not identify as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities90%
- Cash & Cash Equivalents6%
- Non-Exchange Traded Equities4%
Contacts
1 of 1CHRISTOPHER JANIK
PresidentCRD 4902195
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CLEARFIELD, UT
DAVIS
Location
CLEARFIELD, UT
Headquartered in CLEARFIELD, UT, anchoring the Salt Lake City-Provo-Orem, UT metro in the West.
- Metro area
- Salt Lake City-Provo-Orem, UT
- Region
- West
- County
- DAVIS
- Address
- 189 S State St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
WEALTH MODE
RIABOUNTIFUL, UT
TECH WEALTH, LLC
RIALEHI, UT
FORTIUS FINANCIAL ADVISORS, LLC
RIASALT LAKE CITY , UT
CAMBRIA CAPITAL LLC
RIASALT LAKE CITY , UT
LONE PEAK CAPITAL MANAGEMENT, LLC
RIALEHI, UT
LEE MILES LLC
RIAOGDEN, UT