PPrivate Fund Data Log in Join · $37/mo

Peak Investment Advisors, Inc.

● SEC registered since 2024CRD 113967SEC# 801-130549Colorado Springs, CO
Export (members)
Reg. AUM
$139.6M
Employees
2
Accounts
196
Location
Colorado Springs, CO

Peak Investment Advisors, Inc. assets under management

Peak Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2024. It reports $139.6 million in regulatory assets under management and employs 2 people.
peakinvestmentadvisors.comView on SEC.gov ↗

Peak Investment Advisors, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Lisa Anne MuellerOwner5-10%2018
Richard Allan Mueller ControlCeo, Cco, Cfo, Coo, CloOver 75%1994

Frequently asked questions

How much does Peak Investment Advisors, Inc. manage?

Peak Investment Advisors, Inc. reports $139.6 million in regulatory assets under management on its Form ADV.

How many employees does Peak Investment Advisors, Inc. have?

Peak Investment Advisors, Inc. reports 2 employees.

Where is Peak Investment Advisors, Inc. located?

Peak Investment Advisors, Inc. is based in Colorado Springs, CO and has been SEC-registered since 2024.

Does Peak Investment Advisors, Inc. disclose fund performance?

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

Contact & registration

Address5825 Delmonico Drive, Suite 310, Colorado Springs, CO 80919
Phone719-260-6475
Fax719-260-0660
Office hours9a.m.--5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$103.4M
Non-discretionary$36.2M
Total (RAUM)$139.6M