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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
About Bear Peak Financial, LLC
Bear Peak Financial is an independent Boulder, CO RIA providing ongoing financial planning and investment guidance—counseling, portfolio monitoring, and discipline—to align clients’ investment plans with their broader life plans. The firm serves retail investors, including entrepreneurs, using diversified allocations across equities and ETFs, with exposure themes that include fixed income, real estate, and infrastructure. Custody via Charles Schwab & Co.
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Owner & Executives
Nicholas Keller Lenssen
Chief Compliance Officer, Financial Advisor, General Partner, PRINCIPAL
- CRD
- #6809100
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,360,053 | -- |
| Total | $4,360,053 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,360,053
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | $1,242,537,941 | 39.5% |
| Equity - Exchange | $890,223,385 | 28.3% |
| Cash | $1,012,904,347 | 32.2% |
| Total | $3,145,665,673 | 100.0% |