Brent
Yanagida
Peak Asset Management, LLC
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About this Advisor
Brent Yanagida is a financial advisor based in Louisville, Colorado, working with Peak Asset Management, LLC. Brent has previously held positions at Ace Investing Services, Inc, Bcy Financial Services, and Peak Asset Management, LLC. Brent has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado. Currently, Brent is part of Peak Asset Management, LLC, which operates out of Louisville, Colorado. The firm has 16 employees and manages assets totaling $825.1 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at Peak Asset Management, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peak Asset Management, LLC Brokerage Details
$825,132,300
16
1,025
$805,007
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Brent Yanagida Work History
Peak Asset Management, LLC
Bcy Financial Services
Ace Investing Services, Inc
Disclosures
Please visit the SEC profile of Brent Yanagida to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peak Asset Management, LLC
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
Louisville, CO
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