Clint Evan Pekrul

CFA

Peak Capital Management, LLC

24 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Peak Capital Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

118 clients

Average Client Portfolio

$1.3M average

Assets Under Management

$148.5M

Fee Structure

Minimum Investment:$500K

Location

9250 East Costilla Avenue, Suite 430, Greenwood Village, CO, 80112

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Peak Capital Management, LLC

June 2016 - Present · 9 yrs 8 mos

Previous Registrations

Curian Clearing, LLCBroker

January 2010 - March 2016 · 6 yrs 2 mos

Jackson National Life Distributors LLCBroker

January 2006 - December 2009 · 3 yrs 11 mos

Curian Capital, LLC

September 2004 - March 2016 · 11 yrs 6 mos

Investment Centers of America, INC.Broker

August 2004 - December 2005 · 1 yr 4 mos

Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker

August 1999 - November 2002 · 3 yrs 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.