| Name | Title | Ownership | Since |
|---|---|---|---|
| John Neal McCorvie Control | Cco | Under 5% | 2000 |
| McCorvie Financial, LLC Control | Member | 25-50% | 2023 |
| Tara Hume Financial Consulting, LLC Control | Managing Member | 50-75% | 2009 |
Peak Asset Management, LLC reports $910 million in regulatory assets under management on its Form ADV.
Peak Asset Management, LLC reports 16 employees.
Peak Asset Management, LLC is based in Louisville, CO and has been SEC-registered since 1996.
Peak Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1371 E. Hecla Drive, Suite a, Louisville, CO 80027 |
| Phone | 303-926-0100 |
| Fax | 303-926-0098 |
| Office hours | 7:30 - 5:00 |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1632512 |
| Discloses disciplinary history | No |
| Discretionary | $901.8M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $910M |