Active
PEAK INVESTMENT ADVISORS, INC.
Investment Advice|COLORADO SPRINGS, CO
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$139.6M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 103.4M |
| Non-Discretionary | 36.2M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 113967 |
| SEC Number | 801-130549 |
| Street Address | 5825 DELMONICO DRIVE |
| Street Address 2 | SUITE 310 |
| Location | COLORADO SPRINGS, CO 80919 |
| Country | United States |
| Phone | 719-260-6475 |
| Fax | 719-260-0660 |
| Total Employees | 2 |
Client Count by Type (38 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 21 |
| High Net Worth Individual… | 16 |
| Charitable Organizations | 1 |
Community Partners
A&D TOTAL CONSTRUCTION LLC
CITY OF COLORADO SPRINGS
CITY OF FOUNTAIN
CITY OF MANITOU SPRINGS
COLORADO SPRINGS UTILITIES
EXECUTIVE CUSTOM CONSTRUCTION, INC.
TOWN OF CALHAN
TOWN OF MONUMENT
TOWN OF PALMER LAKE
TOWN OF RAMAH
A&D TOTAL CONSTRUCTION LLC
CITY OF COLORADO SPRINGS
CITY OF FOUNTAIN
CITY OF MANITOU SPRINGS
COLORADO SPRINGS UTILITIES
EXECUTIVE CUSTOM CONSTRUCTION, INC.
TOWN OF CALHAN
TOWN OF MONUMENT
TOWN OF PALMER LAKE
TOWN OF RAMAH
A&D TOTAL CONSTRUCTION LLC
CITY OF COLORADO SPRINGS
CITY OF FOUNTAIN
CITY OF MANITOU SPRINGS
COLORADO SPRINGS UTILITIES
EXECUTIVE CUSTOM CONSTRUCTION, INC.
TOWN OF CALHAN
TOWN OF MONUMENT
TOWN OF PALMER LAKE
TOWN OF RAMAH
Municipal Government
10 Active
10
Organizations
40 NORTH METROPOLITAN DISTRICT
4-WAY RANCH METROPOLITAN DISTRICT 1
4-WAY RANCH METROPOLITAN DISTRICT 2
ACADEMY WATER AND SANITATION DISTRICT
ALLISON VALLEY METROPOLITAN DISTRICT 1
ALLISON VALLEY METROPOLITAN DISTRICT 2
APPLETREE METROPOLITAN DISTRICT 1
APPLETREE METROPOLITAN DISTRICT 2
ARABIAN ACRES METROPOLITAN DISTRICT
AURORA-COLORADO SPRINGS JOINT WATER AUTHORITY
BANNING LEWIS RANCH METROPOLITAN DISTRICT 1
BANNING LEWIS RANCH METROPOLITAN DISTRICT 2
BANNING LEWIS RANCH METROPOLITAN DISTRICT 3
BANNING LEWIS RANCH METROPOLITAN DISTRICT 4
BANNING LEWIS RANCH METROPOLITAN DISTRICT 5
BANNING LEWIS RANCH METROPOLITAN DISTRICT 6
BANNING LEWIS RANCH METROPOLITAN DISTRICT 7
BANNING LEWIS RANCH METROPOLITAN DISTRICT 8
BANNING LEWIS RANCH METROPOLITAN DISTRICT 9
BANNING LEWIS RANCH METROPOLITAN DISTRICT NO. 10
40 NORTH METROPOLITAN DISTRICT
4-WAY RANCH METROPOLITAN DISTRICT 1
4-WAY RANCH METROPOLITAN DISTRICT 2
ACADEMY WATER AND SANITATION DISTRICT
ALLISON VALLEY METROPOLITAN DISTRICT 1
ALLISON VALLEY METROPOLITAN DISTRICT 2
APPLETREE METROPOLITAN DISTRICT 1
APPLETREE METROPOLITAN DISTRICT 2
ARABIAN ACRES METROPOLITAN DISTRICT
AURORA-COLORADO SPRINGS JOINT WATER AUTHORITY
BANNING LEWIS RANCH METROPOLITAN DISTRICT 1
BANNING LEWIS RANCH METROPOLITAN DISTRICT 2
BANNING LEWIS RANCH METROPOLITAN DISTRICT 3
BANNING LEWIS RANCH METROPOLITAN DISTRICT 4
BANNING LEWIS RANCH METROPOLITAN DISTRICT 5
BANNING LEWIS RANCH METROPOLITAN DISTRICT 6
BANNING LEWIS RANCH METROPOLITAN DISTRICT 7
BANNING LEWIS RANCH METROPOLITAN DISTRICT 8
BANNING LEWIS RANCH METROPOLITAN DISTRICT 9
BANNING LEWIS RANCH METROPOLITAN DISTRICT NO. 10
40 NORTH METROPOLITAN DISTRICT
4-WAY RANCH METROPOLITAN DISTRICT 1
4-WAY RANCH METROPOLITAN DISTRICT 2
ACADEMY WATER AND SANITATION DISTRICT
ALLISON VALLEY METROPOLITAN DISTRICT 1
ALLISON VALLEY METROPOLITAN DISTRICT 2
APPLETREE METROPOLITAN DISTRICT 1
APPLETREE METROPOLITAN DISTRICT 2
ARABIAN ACRES METROPOLITAN DISTRICT
AURORA-COLORADO SPRINGS JOINT WATER AUTHORITY
BANNING LEWIS RANCH METROPOLITAN DISTRICT 1
BANNING LEWIS RANCH METROPOLITAN DISTRICT 2
BANNING LEWIS RANCH METROPOLITAN DISTRICT 3
BANNING LEWIS RANCH METROPOLITAN DISTRICT 4
BANNING LEWIS RANCH METROPOLITAN DISTRICT 5
BANNING LEWIS RANCH METROPOLITAN DISTRICT 6
BANNING LEWIS RANCH METROPOLITAN DISTRICT 7
BANNING LEWIS RANCH METROPOLITAN DISTRICT 8
BANNING LEWIS RANCH METROPOLITAN DISTRICT 9
BANNING LEWIS RANCH METROPOLITAN DISTRICT NO. 10
Special District
279 Active
279
Organizations
ACADEMY SCHOOL DIST 20
ATLAS PREPRATORY SCHOOL
CALHAN SCH DIST R JT 1
CHEYENNE MTN SCH DIST 12
COLO SPRINGS SCH DIST 11
COUNTY OF EL PASO
EASTLAKE HIGH SCHOOL OF COLORADO SPRING
EDISON SCH DIST 54 JT
ELLICOTT SCH DIST 22
FALCON SCH DIST 49
FOUNTAIN SCH DIST 8
HANOVER SCH DIST 28
HARRISON SCH DIST 2
JAMES IRWIN EDUCATIONAL FOUNDATION
LEWIS PALMER SCH DIST 38
MANITOU SPRINGS SCH DIST 14
MIAMI YODER SCH DIST 60 JT
PEYTON SCH DIST 23JT
PIKES PEAK BOCES
THE CLASSICAL ACADEMY
ACADEMY SCHOOL DIST 20
ATLAS PREPRATORY SCHOOL
CALHAN SCH DIST R JT 1
CHEYENNE MTN SCH DIST 12
COLO SPRINGS SCH DIST 11
COUNTY OF EL PASO
EASTLAKE HIGH SCHOOL OF COLORADO SPRING
EDISON SCH DIST 54 JT
ELLICOTT SCH DIST 22
FALCON SCH DIST 49
FOUNTAIN SCH DIST 8
HANOVER SCH DIST 28
HARRISON SCH DIST 2
JAMES IRWIN EDUCATIONAL FOUNDATION
LEWIS PALMER SCH DIST 38
MANITOU SPRINGS SCH DIST 14
MIAMI YODER SCH DIST 60 JT
PEYTON SCH DIST 23JT
PIKES PEAK BOCES
THE CLASSICAL ACADEMY
ACADEMY SCHOOL DIST 20
ATLAS PREPRATORY SCHOOL
CALHAN SCH DIST R JT 1
CHEYENNE MTN SCH DIST 12
COLO SPRINGS SCH DIST 11
COUNTY OF EL PASO
EASTLAKE HIGH SCHOOL OF COLORADO SPRING
EDISON SCH DIST 54 JT
ELLICOTT SCH DIST 22
FALCON SCH DIST 49
FOUNTAIN SCH DIST 8
HANOVER SCH DIST 28
HARRISON SCH DIST 2
JAMES IRWIN EDUCATIONAL FOUNDATION
LEWIS PALMER SCH DIST 38
MANITOU SPRINGS SCH DIST 14
MIAMI YODER SCH DIST 60 JT
PEYTON SCH DIST 23JT
PIKES PEAK BOCES
THE CLASSICAL ACADEMY
School District
21 Active
21
Organizations
10000 FATHERS INC
100 CLUB OF COLORADO
100 PERCENT PROJECT, INC.
12 DELTA OPERATIONS SQUADRON
151 PIKES PEAK AREA CO CHAPTER
180 YOUTH ART CORP
1HOPE FOR CANCER
1ST COLORADO TOP HANDS
1ST SPACE BRIGADE BALL COMMITTEE
2010 FOUNDATION INC
2022 SPIRIT MISSION INC
2123 AUX
249TH ENGINEER BATTALION ASSOCIATION
2 AP AMENDMENT PURE INC
2FEET4PAWZ - WITH A CAUSE
302ND FIRST SERGEANTS WARM HEART
319 CTS BOOSTER CLUB
39TH FIGHTER SQUADRON MUSEUM FOUNDATION INC
3DM WEST INC
48 DURAGO LDG & ODD FELLOWS CAMPGD
10000 FATHERS INC
100 CLUB OF COLORADO
100 PERCENT PROJECT, INC.
12 DELTA OPERATIONS SQUADRON
151 PIKES PEAK AREA CO CHAPTER
180 YOUTH ART CORP
1HOPE FOR CANCER
1ST COLORADO TOP HANDS
1ST SPACE BRIGADE BALL COMMITTEE
2010 FOUNDATION INC
2022 SPIRIT MISSION INC
2123 AUX
249TH ENGINEER BATTALION ASSOCIATION
2 AP AMENDMENT PURE INC
2FEET4PAWZ - WITH A CAUSE
302ND FIRST SERGEANTS WARM HEART
319 CTS BOOSTER CLUB
39TH FIGHTER SQUADRON MUSEUM FOUNDATION INC
3DM WEST INC
48 DURAGO LDG & ODD FELLOWS CAMPGD
10000 FATHERS INC
100 CLUB OF COLORADO
100 PERCENT PROJECT, INC.
12 DELTA OPERATIONS SQUADRON
151 PIKES PEAK AREA CO CHAPTER
180 YOUTH ART CORP
1HOPE FOR CANCER
1ST COLORADO TOP HANDS
1ST SPACE BRIGADE BALL COMMITTEE
2010 FOUNDATION INC
2022 SPIRIT MISSION INC
2123 AUX
249TH ENGINEER BATTALION ASSOCIATION
2 AP AMENDMENT PURE INC
2FEET4PAWZ - WITH A CAUSE
302ND FIRST SERGEANTS WARM HEART
319 CTS BOOSTER CLUB
39TH FIGHTER SQUADRON MUSEUM FOUNDATION INC
3DM WEST INC
48 DURAGO LDG & ODD FELLOWS CAMPGD
Nonprofit Organization
4477 Active
4477
Organizations
Community Partners131 organizations
A&D TOTAL CONSTRUCTION LLC
Municipal Government·COLORADO SPRINGS
CITY OF FOUNTAIN
Municipal Government·FOUNTAIN
CITY OF MANITOU SPRINGS
Municipal Government·MANITOU SPRINGS
COLORADO SPRINGS UTILITIES
Municipal Government·COLORADO SPRINGS
EXECUTIVE CUSTOM CONSTRUCTION, INC.
Municipal Government·COLORADO SPRINGS
TOWN OF CALHAN
Municipal Government·CALHAN
TOWN OF PALMER LAKE
Municipal Government·PALMER LAKE
TOWN OF RAMAH
Municipal Government·RAMAH
40 NORTH METROPOLITAN DISTRICT
Special District·CENTENNIAL
4-WAY RANCH METROPOLITAN DISTRICT 1
Special District·GREENWOOD VILLAGE
4-WAY RANCH METROPOLITAN DISTRICT 2
Special District·GREENWOOD VILLAGE
ACADEMY WATER AND SANITATION DISTRICT
Special District·COLORADO SPRINGS
ALLISON VALLEY METROPOLITAN DISTRICT 1
Special District·COLORADO SPRINGS
ALLISON VALLEY METROPOLITAN DISTRICT 2
Special District·COLORADO SPRINGS
APPLETREE METROPOLITAN DISTRICT 1
Special District·DENVER
APPLETREE METROPOLITAN DISTRICT 2
Special District·DENVER
ARABIAN ACRES METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
AURORA-COLORADO SPRINGS JOINT WATER AUTHORITY
Special District·COLORADO SPRINGS
BANNING LEWIS RANCH METROPOLITAN DISTRICT 3
Special District·GREENWOOD VILLAGE
BANNING LEWIS RANCH METROPOLITAN DISTRICT 5
Special District·GREENWOOD VILLAGE
BANNING LEWIS RANCH METROPOLITAN DISTRICT 6
Special District·GREENWOOD VILLAGE
BANNING LEWIS RANCH METROPOLITAN DISTRICT 7
Special District·GREENWOOD VILLAGE
BANNING LEWIS RANCH METROPOLITAN DISTRICT 8
Special District·DENVER
BANNING LEWIS RANCH METROPOLITAN DISTRICT 9
Special District·DENVER
BANNING LEWIS RANCH METROPOLITAN DISTRICT NO. 10
Special District·DENVER
BANNING LEWIS RANCH METROPOLITAN DISTRICT NO. 11
Special District·DENVER
BARNES CENTER METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
BENT GRASS METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
BLACK FOREST FIRE RESCUE PROTECTION DISTRICT
Special District·COLORADO SPRINGS
BOBCAT MEADOWS METROPOLITAN DISTRICT
Special District·WOODLAND PARK
BRADLEY HEIGHTS METROPOLITAN DISTRICT 1
Special District·CENTENNIAL
BRADLEY HEIGHTS METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
BRADLEY HEIGHTS METROPOLITAN DISTRICT 3
Special District·CENTENNIAL
CALHAN FIRE PROTECTION DISTRICT
Special District·CALHAN
CALHAN HOUSING AUTHORITY
Special District·CALHAN
CANYON CREEK METROPOLITAN DISTRICT 1
Special District·COLORADO SPRINGS
CANYON CREEK METROPOLITAN DISTRICT 2
Special District·COLORADO SPRINGS
CANYON CREEK METROPOLITAN DISTRICT 3
Special District·COLORADO SPRINGS
CASCADE FIRE PROTECTION DISTRICT
Special District·CASCADE
CASCADE METROPOLITAN DISTRICT 1
Special District·COLORADO SPRINGS
CASCADE METROPOLITAN DISTRICT 2
Special District·CENTENNIAL
CATHEDRAL PINES METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
CENTRAL COLORADO CONSERVATION DISTRICT
Special District·FOUNTAIN
CHAPARRAL POINTE METROPOLITAN DISTRICT
Special District·GREENWOOD VILLAGE
CHAPEL HEIGHTS METROPOLITAN DISTRICT
Special District·DENVER
CHARTER OAKS METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
CHEROKEE METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
COLLEGE CREEK METROPOLITAN DISTRICT
Special District·COLORADO SPRINGS
COLORADO CROSSING METROPOLITAN DISTRICT 1
Special District·LAKEWOOD
ATLAS PREPRATORY SCHOOL
School District·COLORADO SPRINGS
EASTLAKE HIGH SCHOOL OF COLORADO SPRING
School District·COLORADO SPRINGS
JAMES IRWIN EDUCATIONAL FOUNDATION
School District·COLORADO SPRINGS
PIKES PEAK BOCES
School District·COLORADO SPRINGS
THE CLASSICAL ACADEMY
School District·COLORADO SPRINGS
10000 FATHERS INC
Nonprofit Organization·COLORADO SPRINGS
100 CLUB OF COLORADO
Nonprofit Organization·Colorado Springs
100 PERCENT PROJECT, INC.
Nonprofit Organization·COLORADO SPRINGS
12 DELTA OPERATIONS SQUADRON
Nonprofit Organization·Colorado Springs
151 PIKES PEAK AREA CO CHAPTER
Nonprofit Organization·Colorado Springs
180 YOUTH ART CORP
Nonprofit Organization·Colorado Springs
1HOPE FOR CANCER
Nonprofit Organization·Colorado Springs
1ST COLORADO TOP HANDS
Nonprofit Organization·Colorado Springs
1ST SPACE BRIGADE BALL COMMITTEE
Nonprofit Organization·Colorado Springs
2010 FOUNDATION INC
Nonprofit Organization·Colorado Springs
2022 SPIRIT MISSION INC
Nonprofit Organization·Colorado Springs
2123 AUX
Nonprofit Organization·Canon City
249TH ENGINEER BATTALION ASSOCIATION
Nonprofit Organization·Colorado Springs
2 AP AMENDMENT PURE INC
Nonprofit Organization·Calhan
2FEET4PAWZ - WITH A CAUSE
Nonprofit Organization·Fountain
302ND FIRST SERGEANTS WARM HEART
Nonprofit Organization·Colorado Springs
319 CTS BOOSTER CLUB
Nonprofit Organization·Colorado Springs
39TH FIGHTER SQUADRON MUSEUM FOUNDATION INC
Nonprofit Organization·Woodland Park
3DM WEST INC
Nonprofit Organization·COLORADO SPRINGS
48 DURAGO LDG & ODD FELLOWS CAMPGD
Nonprofit Organization·Canon City
4 Colorado Kids
Nonprofit Organization·Colorado Springs
4D Ministries
Nonprofit Organization·Monument
4-D NETWORK
Nonprofit Organization·COLORADO SPRINGS
4GENS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CANON CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Fountain
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CANON CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Colorado Springs
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CANON CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·CANON CITY
4PAWS RESCUE INC
Nonprofit Organization·Colorado Springs
50 For The Fallen
Nonprofit Organization·Colorado Springs
6035 COMMUNITY INC
Nonprofit Organization·Fountain
719 ENDURANCE
Nonprofit Organization·Monument
719LACROSSE INC
Nonprofit Organization·Colorado Springs
757 MINISTRIES
Nonprofit Organization·Monument
77 NV HEALING INC
Nonprofit Organization·Colorado Springs
80TH FIGHTER SQUADRON HEADHUNTERS ASSOCIATION INC
Nonprofit Organization·Colorado Springs
828 FOUNDATION INC
Nonprofit Organization·Colorado Springs
8TH PHOTO RECON SQUADRON ASSOCIATION INC
Nonprofit Organization·Colorado Springs
96 HENDERSON
Nonprofit Organization·CALHAN
98 SRS Booster Club
Nonprofit Organization·Colorado Springs
9 LIVES RESCUE
Nonprofit Organization·Colorado Springs
AAFFCO
Nonprofit Organization·Canon City
AAUW COLORADO SPRINGS BRANCH - CO
Nonprofit Organization·Colorado Springs