PEAK INVESTMENT MANAGEMENT, LTD.
Legal name: PEAK INVESTMENT MANAGEMENT, LTD
CRD #107918 SEC #801-54886 MISSOULA, MT 406-721-7325
SEC Registered
Total AUM
$207.5M
Discretionary
$207.5M
Employees
3
Clients
0
Accounts
98
Firm Details
- Organization Type
- Corporation
- State of Formation
- Montana
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2016
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALLAGHAN, DANIEL, O | I | DIRECTOR | NA | Control |
| CALLAGHAN, DANIEL, O. | I | DIRECTOR | NA | Control |
| DISQUE, PHILLIP, ALLAN | I | DIRECTOR | NA | Control |
| DISQUE, PHILLIP, ALLAN | I | DIRECTOR | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/COMPLIANCE OFFICER | NA | Control |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| EISSINGER, JESSICA, RENEE | I | OPERATIONS MANAGER/CHIEF COMPLIANCE OFFICER | NA | |
| GILBERT, GEOFFREY, EDWARD | I | FINANCIAL ANALYST | NA | |
| GILBERT, GEOFFREY, EDWARD | I | FINANCIAL ANALYST | NA | |
| GILBERT, GEOFFREY, EDWARD | I | FINANCIAL ANALYST | NA | |
| MCGOWAN, MICHAEL, WARREN | I | VICE PRESIDENT INVESTMENTS | NA | Control |
| MCGOWAN, MICHAEL, WARREN | I | VICE PRESIDENT INVESTMENTS | NA | Control |
| MCGOWAN, MICHAEL, WARREN | I | VICE PRESIDENT INVESTMENTS | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | EXECUTIVE CHAIR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | EXECUTIVE CHAIR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | EXECUTIVE CHAIR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| MINTO, ROBERT, WARREN | I | EXECUTIVE CHAIR | NA | Control |
| MINTO, ROBERT, WARREN | I | EXECUTIVE CHAIR | NA | Control |
| MINTO, ROBERT, WARREN | I | CHAIRMAN, DIRECTOR | NA | Control |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| NEUMAN, JESSICA, RENEE | I | CHIEF COMPLIANCE OFFICER/OPERATIONS MANAGER | NA | |
| PRICE, BETH, KRISTEN | I | DIRECTOR OF CLIENT SERVICES | NA | |
| REHBEIN, DAVID | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| REHBEIN, DAVID, ROBERT | I | PRESIDENT | NA | Control |
| RUSS, JESSICA, RENEE | I | OPERATIONS MANAGER/COMPLIANCE OFFICER | NA | Control |
| RUSS, JESSICA, RENEE | I | OPERATIONS MANAGER/COMPLIANCE OFFICER | NA | Control |
| SMITH, GLENN, EUGENE | I | DIRECTOR | NA | Control |
| SMITH, GLENN, EUGENE | I | DIRECTOR | NA | Control |
| VILLENEUVE, DEREK, MAURICE | I | FINANCIAL ANALYST | NA | |
| VILLENEUVE, DEREK, MAURICE | I | FINANCIAL ANALYST | NA | |
| VILLENEUVE, DEREK, MAURICE | I | FINANCIAL ANALYST | NA | |
| WHITTLE, W., JEFFREY | I | DIRECTOR | NA | Control |
| WHITTLE, WILSON, JEFFREY | I | DIRECTOR | NA | Control |
| WILLIAMS, DIRK, ANDREW | I | VICE PRESIDENT | NA | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ALPS CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
| ATTORNEYS LIABILITY PROTECTION SOCIETY (ALPS) CORPORATION | DE | OWNER | E | Control |
Registrations
Federal
IA
Feb 10, 2016 REGISTERED
Notice Filings (4)
MT TX VA VT
Address
111 NORTH HIGGINS AVENUESUITE 200
MISSOULA, MT 59802
United States
Phone: 406-721-7325