Robin
Robertson

Pacific Peak Advisors, LLC

CRD#1314405
Investment Advisor
in Ketchum, ID

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About this Advisor

Robin Robertson is a financial advisor based in Ketchum, Idaho, working with Pacific Peak Advisors, LLC. Robin has previously held positions at The Leaders Group, Inc, Tlg Advisors, Millennium Brokerage Group, Trumark Financial, and Pacific Peak Advisors, LLC. Robin has passed the Series 63 regulatory exam and is registered to provide services in Idaho and Texas. Currently, Robin is part of Pacific Peak Advisors, LLC, which operates out of Ketchum, Idaho. The firm has 2 employees and manages assets totaling $186.9 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Pacific Peak Advisors, LLC includes asset-based fees.

Certifications and Registrations

Series 63

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

120 N Second Avenue Suite 108
Ketchum, ID 83340

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Pacific Peak Advisors, LLC Brokerage Details

Total Assets Under Management

$186,872,152

ID Average: $655,107,610
Total Number of Employees

2

ID Average: 12
Total Number of Accounts

241

ID Average: 770
Average Account Size

$775,403

ID Average: $850,789

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Robin Robertson Work History

2015 - Present (9 years)

Pacific Peak Advisors, LLC

2004 - Present (20 years)

Tlg Advisors

2002 - Present (22 years)

The Leaders Group, Inc

2016 - 2016 (< 1 year)

Trumark Financial

2013 - 2015 (2 years)

Millennium Brokerage Group

Disclosures

Please visit the SEC profile of Robin Robertson 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 Pacific Peak Advisors, LLC

Sean Kovich
Ketchum, ID
Derek Hare
Ketchum, ID
Robin Robertson
Ketchum, ID

The content in this profile was updated by SmartAsset on 6/19/2024. 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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