Derek
Peters
Bear Creek Asset Management, LLC
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About this Advisor
Derek Peters is a financial advisor based out of Denver, Colorado who has 1 year of relevant experience. Peters currently works for Bear Creek Asset Management, LLC. Their career trajectory has included roles at Cobiz Financial Inc, Texas Capital Bank, Sunflower Bank, N.A and Bear Creek Securities, LLC. Peters maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to operate in Colorado and Delaware. Bear Creek Asset Management, LLC is a company headquartered in Denver, CO. It controls $6 billion in assets under management among its 174 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves six charitable organizations. Of its 174 customer accounts, 59% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Bear Creek Asset Management, LLC performs a set of services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees largely depend on which services are offered. However, fee types billed by Bear Creek Asset Management, LLC most likely include asset-based and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Bear Creek Asset Management, LLC Brokerage Details
$6,161,818,550
9
174
$35,412,750
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Derek Peters Work History
Derek has been registered as a financial advisor for 1 years.*
Bear Creek Securities, LLC
Sunflower Bank, N.A
Texas Capital Bank
Cobiz Financial Inc
*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 Derek Peters 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 Bear Creek Asset Management, LLC
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
Denver, CO
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