CRD: 117241
Lone Peak Asset Management, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Beacon
- Established Date
- 04-17-1996
- Office Locations
- 1
Office Locations
About Lone Peak Asset Management, Inc.
Lone Peak Advisers (LPA) is a retail-focused wealth and asset management firm providing tailored portfolio solutions across thousands of strategies, alongside holistic financial planning and fiduciary advice. The firm emphasizes a highly responsive service model and a client platform with an easy-to-use dashboard that consolidates assets and liabilities. Reported SMA assets are primarily allocated to ETFs, with support for retirement/benefits and SDBA needs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WALTER FREDERICK SCHWARZ
DIRECTOR
- CRD
- #1057065
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,000,000 | -- |
| Total | $19,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $19,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $346,706,474 | 47.4% |
| Public Funds | $134,586,479 | 18.4% |
| Cash | $250,155,305 | 34.2% |
| Total | $731,448,258 | 100.0% |