CRD: 113967
Peak Investment Advisors, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-1999
- Office Locations
- 1
Office Locations
About Peak Investment Advisors, Inc.
Peak Investment Advisors is a fee-only RIA in Colorado Springs (founded 1988) providing comprehensive financial planning and customized investment management for affluent families, business owners, and nonprofit organizations. Services span retirement, estate/trust and philanthropic planning, asset protection/insurance, business advisory, and specialized stock option and concentrated equity diversification planning. Tax planning and preparation is offered through an affiliated partner; assets are custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
RICHARD ALLAN MUELLER
Chief Compliance Officer, Chief Executive Officer, Chief Financial Officer, Chief Operating Officer, CLO, President
- CRD
- #2460848
- Ownership
- 75% or more
LISA ANNE MUELLER
Owner
- CRD
- --
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,942,104 | $796,573 |
| Non-Discretionary | $81,682,198 | $27,227,399 |
| Total | $234,624,302 | $1,203,202 |
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Separately Managed Accounts
Total SMA Asset: $234,624,302
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,074,636,790 | 31.4% |
| U.S. Government/Agency | $797,421,567 | 23.3% |
| Corporate - Investment Grade | $273,792,813 | 8.0% |
| Cash | $855,602,540 | 25.0% |
| Corporate - Non-Investment Grade | $420,956,450 | 12.3% |
| Total | $3,422,410,160 | 100.0% |