RIA Intelligence

PEAK INVESTMENT ADVISORS, INC.

CRD #113967 SEC #801-130549 COLORADO SPRINGS, CO 719-260-6475
SEC Registered Disclosures
Total AUM
$139.6M
Discretionary
$103.4M
Employees
2
Clients
10
Accounts
196
This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type
Corporation
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 20, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MUELLER, RICHARDIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
MUELLER, RICHARD, ALLANICEO, CCO, CFO, COO, CLOE Control
MUELLER, RICHARD, ALLANICEO, CCO, CFO, COO, CLOE Control
MUELLER, RICHARD, ALLANICEO, CCO, CFO, COO, CLOE Control
MUELLER, LISA, ANNEIOWNERA
MUELLER, LISA, ANNEIOWNERA
MUELLER, LISA, ANNEIOWNERA

Registrations

Federal

IA
Mar 20, 2025 REGISTERED

Notice Filings (2)

CO FL

Address

5825 DELMONICO DRIVE
SUITE 310
COLORADO SPRINGS, CO 80919
United States
Phone: 719-260-6475