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Pacific Peak Advisors, LLC

● SEC registered since 2023CRD 326711SEC# 801-128225Ketchum, ID
Export (members)
Reg. AUM
$207.4M
Employees
2
Accounts
412
Location
Ketchum, ID

Pacific Peak Advisors, LLC assets under management

Pacific Peak Advisors, LLC is a registered investment adviser overseen by the SEC based in Ketchum, ID. The firm has been registered since 2023. It reports $207.4 million in regulatory assets under management and employs 2 people.
pacificpeakadvisors.comView on SEC.gov ↗

Pacific Peak Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Robin Jones Kovich Robertson ControlManaging Member And Chief Compliance OfficerOver 75%2018
Sean Michael KovichChief Investment Officer10-25%2018

Frequently asked questions

How much does Pacific Peak Advisors, LLC manage?

Pacific Peak Advisors, LLC reports $207.4 million in regulatory assets under management on its Form ADV.

How many employees does Pacific Peak Advisors, LLC have?

Pacific Peak Advisors, LLC reports 2 employees.

Where is Pacific Peak Advisors, LLC located?

Pacific Peak Advisors, LLC is based in Ketchum, ID and has been SEC-registered since 2023.

Does Pacific Peak Advisors, LLC disclose fund performance?

Pacific Peak Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 2nd Avenue, Suite 108, Ketchum, ID 83340
Phone949-737-2626
Fax949-606-8551
Office hours7:30 a.m. (Mt) - 3 p.m. (Mt)
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$207.4M
Non-discretionary$0
Total (RAUM)$207.4M