CRD: 296817
3 Peaks Financial
Ammon, ID, 83406
2088815505
$53.6M Total AUM
$53.6M Disc. AUM
-- 3Y CAGR
3 Employees
281 ADV. Clients
8 yrs Firm Age
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- Custodian
- LPL Financial ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-12-2018
- Office Locations
- 1
Office Locations
2677 E 17th Street, Suite 100 Ammon ID
About 3 Peaks Financial
3 Peaks Financial is a Ammon-based RIA. The firm has been operating for 8 years. Managing $53.6M in total assets under management, with 2 advisory representatives. They custody assets with LPL Financial and Wells Fargo. Services offered include Asset Management, Charitable Giving, Estate Planning.
Team overview
-- AVG AGE
$26.8M AVG AUM / ADVISOR
$190.9K AVG AUM / CLIENT
6.7 yrs AVG TENURE
3 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Foundation bridge
Investment Themes
Bridge wave Crest wave Ember Signal
Investment Vehicles
Pathway
Services
Fusion vital Peak legacy Meridian Delta Atlas Matrix Peak vital Momentum momentum
Owner & Executives
Shane Jay Hill
Chief Compliance Officer, Managing Member, Owner
- CRD
- #2571116
- Ownership
- 75% or more
(807) 822-6340
pathway.pathway@bridgecapital.com
in linkedin.com/in/vector-vertex
Showing 1 of 1 owners & executives
Unlock allContacts
Connor Warren Dye
Investment Advisor Representative
- CRD
- #7328913
(399) 602-1917
wave.signal@alphacapital.com
in linkedin.com/in/timber-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,630,202 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,630,202 | -- |
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Separately Managed Accounts
Total SMA Asset: $53,630,202
Public Funds:
11.0% Other:
26.7% Equity - Exchange:
15.0% Cash:
26.0% U.S. Government/Agency:
21.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $541,136,630 | 11.0% |
| Other | $1,313,486,184 | 26.7% |
| Equity - Exchange | $737,913,586 | 15.0% |
| Cash | $1,279,050,216 | 26.0% |
| U.S. Government/Agency | $1,047,837,293 | 21.3% |
| Total | $4,919,423,909 | 100.0% |