Sean
Kovich
Pacific Peak Advisors, LLC
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About this Advisor
Sean Kovich is a financial advisor based in Ketchum, Idaho, working with Pacific Peak Advisors, LLC. Sean has previously held positions at The Leaders Group, Inc, Trumark Financial, Millennium Brokerage Group, Pacific Peak Advisors, LLC, and Tlg Advisors, Inc. Sean has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Idaho and Texas. Currently, Sean 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
Services Offered
Fee Structure
Office Location
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Pacific Peak Advisors, LLC Brokerage Details
$186,872,152
2
241
$775,403
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Sean Kovich Work History
The Leaders Group, Inc
Pacific Peak Advisors, LLC
Trumark Financial
Millennium Brokerage Group
Tlg Advisors, Inc
Disclosures
Please visit the SEC profile of Sean Kovich 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
Ketchum, ID
Ketchum, ID
Ketchum, ID
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