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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · UBS
- Clients
- Retail
- Platforms
- Radial crestEmber peak
- Established Date
- 08-09-2010
- Office Locations
- 1
Office Locations
About Alpine Peaks Consulting
Alpine Peaks Consulting is an independent, fiduciary RIA led by Evan Salke providing discretionary portfolio construction, analysis, and ongoing monitoring alongside financial planning (goals, cash flow, income needs). It serves professionals, entrepreneurs, families, and retirees, and also offers small-business consulting and IT adaptation. Portfolios are disciplined and diversified, with an equity and ETF mix tailored to risk, liquidity, and time horizon; custody includes Schwab.
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Owner & Executives
EVAN JAY SALKE
Principal
- CRD
- #5810417
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,101,582 | -- |
| Non-Discretionary | $23,991,573 | -- |
| Total | $25,093,155 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,093,155
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $470,934,578 | 13.8% |
| Equity - Exchange | $583,549,369 | 17.1% |
| Cash | $1,064,721,656 | 31.2% |
| U.S. Government/Agency | $433,396,315 | 12.7% |
| Corporate - Investment Grade | $859,967,491 | 25.2% |
| Total | $3,412,569,409 | 100.0% |