Peak Brokerage Services, LLC

Overview

Peak Brokerage Services, LLC is structured as a limited liability company and is classified as an independent broker-dealer. The firm registered with the SEC in 2011. Corporate ownership is listed as a domestic entity and individual ownership. According to the available data, Peak Brokerage Services does not act as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, newly formed adviser, or related adviser. The firm has not provided granular detail about its client base, fee schedules, or the specific advisory and business activities it conducts. A separate note in the record indicates the firm did not supply information about activities and affiliations.

Assets & Accounts

Location & Offices