PEAK INVESTMENT COACHING, LLC

Overview

Peak Investment Coaching, LLC operates as an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and positions itself as both an advisor and a capital allocator — it selects and places assets with third‑party managers in addition to providing in‑house services. Its fee arrangements include both a percentage of assets under management and fixed fees. Advisory services listed by the firm cover financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and educational seminars/workshops. The firm does not identify as an active ESG investor and is not described as a multistate adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices