PACIFIC PEAK ADVISORS, LLC
CRD #326711 SEC #801-128225 KETCHUM, ID 949-737-2626
SEC Registered
Total AUM
$207.4M
Discretionary
$207.4M
Employees
2
Clients
101
Accounts
412
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Idaho
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 6, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Robertson, Robin, Jones Kovich | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B | |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B | |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B | |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B | |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B | |
| Kovich, Sean, Michael | I | CHIEF INVESTMENT OFFICER | B |
Registrations
Federal
IA
Feb 6, 2025 REGISTERED
Notice Filings (4)
CA CO ID TX
Address
120 2ND AVENUESUITE 108
KETCHUM, ID 83340
United States
Phone: 949-737-2626