$77.4M Total AUM
$77.4M Disc. AUM
-- 3Y CAGR
4 Employees
84 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Vanguard
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-18-2000
- Office Locations
- 1
Office Locations
1508 Eureka Road Suite 180 Roseville CA
About Peak Investment Solutions, LLC
Peak Investment Solutions is a California state-registered, fee-only RIA serving investors pursuing long-term financial goals. The firm emphasizes evidence-based, research-driven portfolio construction using a passive, diversified approach designed to reduce emotion-driven decisions while giving clients control of their portfolios. Custody includes Charles Schwab and Vanguard.
Team overview
-- AVG AGE
$77.4M AVG AUM / ADVISOR
$921.9K AVG AUM / CLIENT
26.3 yrs AVG TENURE
4 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Fund Managers
Available
Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
K
KENNETH ERSAL POPE
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4936470
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $77,440,463 | $146,126 |
| Non-Discretionary | $0 | $87,104 |
| Total | $77,440,463 | $143,235 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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