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Peak Investment Solutions, LLC (Roseville)


Peak Investment Solutions, LLC is an adviser based in Roseville. It manages $35.09 million of regulatory assets for 245 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Arizona, California, and Utah.




Peak Investment Solutions provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Peak Investment Solutions: assets under management

The assets under management (AUM) of Peak Investment Solutions, LLC is $35.09 million. The firm's AUM has gone down by -30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $34.05 million in discretionary accounts and $1.05 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.13 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $87.1 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Peak Investment Solutions, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Roseville

The principal office where Peak Investment Solutions, LLC performs its advisory services is located at 1508 Eureka Road, Roseville, CA 95661, which is also the mailing address of the firm. An additional office of the firm is in Phoenix, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 916-772-5022 or by fax 916-772-5042. The normal business hours are 8:00 am - 5:00 pm on Monday - Friday.


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