Quinlan Joseph Vandekoppel

Peak Capital Management, LLC

5 Years of Experience

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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 110, 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

January 2020 - Present · 6 yrs 1 mo

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.