Peakview Asset Management, LLC is an adviser based in Greenwood Village. It manages $20 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2008.
Peakview Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Peakview Asset Management, LLC is $20 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Peakview Asset Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Peakview Asset Management, LLC performs its advisory services is located at 5619 Dtc Parkway, Suite 1150, Greenwood Village, CO 80111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 303-625-4051 or by fax 303-625-4052. The normal business hours are 6:30 am mst to 4:30 pm mst on Monday - Friday.