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Peak Financial Guidance LLC

Peak Financial Guidance LLC. CRD 305485

Peak Financial Guidance LLC logo

CRD: 305485

Peak Financial Guidance LLC

Greenwood Village, CO, 80111
3036675117
peak.financial
$88.5M Total AUM
$88.5M Disc. AUM
-- 3Y CAGR
4 Employees
209 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Prudential · TD Ameritrade
Clients
Retail
Platforms
Timber
Established Date
01-09-2020
Office Locations
1

Office Locations

6312 S Fiddlers Green Circle Suite 300e Greenwood Village CO

About Peak Financial Guidance LLC

Peak Financial Guidance is a fiduciary registered investment adviser serving individuals, families, and business owners with comprehensive financial planning, wealth management, and insurance planning designed to build long-term security and support multigenerational wealth transfer. Investment approach emphasizes disciplined, ETF-focused portfolio construction; Schwab is a primary custodian.

Team overview

-- AVG AGE
$22.1M AVG AUM / ADVISOR
$423.5K AVG AUM / CLIENT
4.1 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Catalyst

Client Personas

Zenith oak

Custodian

Bridge Meridian signal Insight

Investment Themes

Matrix meridian Timber Pathway delta

Investment Vehicles

Glacier

Platform

Horizon Unison optima

Services

Glacier Glacier Frontier Pioneer atlas Eagle Pathway vector Catalyst glacier Quantum Oak Meridian ember

Technology

Catalyst vector

Owner & Executives

ADAM JAMES HORNING

ADAM JAMES HORNING

Broker, Chief Compliance Officer, MANAGING PRINCIPAL

CRD
#4508087
Ownership
75% or more
(301) 984-1743
pioneer.wave@insightcapital.com
in linkedin.com/in/glacier-beacon

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Contacts

Douglas Lee Klein

Douglas Lee Klein

--

CRD
#7063739
(386) 333-7898
prime.pioneer@vectorcapital.com
in linkedin.com/in/element-pioneer
J

JUSTIN R LAURIN

Financial Advisor, General Partner

CRD
#5156176
(877) 278-2045
bridge.focus@beaconcapital.com
in linkedin.com/in/momentum-beacon
W

Wave beacon

Glacier capital

CRD
#51129
(423) 745-1675
atlas.vertex@northcapital.com
in linkedin.com/in/summit-summit

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $88,516,656 --
Non-Discretionary $0 --
Total $88,516,656 --

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Separately Managed Accounts

Total SMA Asset: $88,516,656

$88.5M Total SMA
Equity - Exchange:
81.0%
Cash:
19.0%
Asset class Assets Assets %
Equity - Exchange $4,172,605,307 81.0%
Cash $978,759,269 19.0%
Total $5,151,364,576 100.0%

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