Clint
Pekrul

Peak Capital Management, LLC

CRD#3241650
Investment Advisor
in Englewood, CO

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About this Advisor

Clint Pekrul is a chartered financial analyst who works out of Englewood, Colorado who has 7 years of industry experience. Pekrul works at Peak Capital Management, LLC. Throughout their career, Pekrul has worked at Curian Capital, LLC, Curian Clearing LLC and Peak Capital Management LLC. Pekrul maintains Series 63, Series 65 and Series 66 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to work in Colorado. Peak Capital Management, LLC is a financial advisory firm that has its headquarters in Englewood, CO. It controls $165 million in assets across its 544 accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 544 accounts, 18% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors depend on which services the firm provides the client. Fee types billed by Peak Capital Management, LLC may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 66, Chartered Financial Analyst

Years Registered*

7 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

9250 East Costilla Avenue Suite 430
Englewood, CO 80112

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Peak Capital Management, LLC Brokerage Details

Total Assets Under Management

$165,071,666

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

544

CO Average: 1,101
Average Account Size

$303,441

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Clint Pekrul Work History

Clint has been registered as a financial advisor for 7 years.*

2020 - Present (4 years)

Peak Capital Management LLC

2016 - 2020 (4 years)

Peak Capital Management LLC

2010 - 2016 (6 years)

Curian Clearing LLC

2003 - 2016 (13 years)

Curian Capital, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Clint Pekrul 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 Capital Management, LLC

Quinlan Vandekoppel
Englewood, CO
Brian Lockhart
Englewood, CO
Clint Pekrul
Englewood, CO

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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