Assets Under Management
$49.4M
Number of Clients
272
Number of Advisors
2
Average Client AUM
$182K
AUM per Advisor
$24.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
3 Peaks Financial Advisors, LLC offers portfolio management services tailored to individual client goals and risk tolerance. They also provide financial planning services, including plan setup, consultation, and ongoing support. Investment advice is generally limited to mutual funds, fixed income securities, insurance products, equities, ETFs, and treasury inflation protected/inflation linked bonds.
2677 E 17th Street,, Suite 100, Ammon, ID, 83406