About Peak Capital Management
Peak Capital Management is a Financial Services company based in Greenwood Village (United States) founded in 2007, and was acquired by SKK in March 2020. Portfolio management and investment advisory services are provided to clients. Peak Capital Management offers products and services including DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal. Its focus areas include Asset Management and Diversified. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
Peak Capital Management was established in 2007 and is based in Greenwood Village, United States. Operations focus on the financial services sector, where portfolio management and investment advisory services are delivered to clients. These services encompass asset allocation, risk assessment, and strategic investment guidance. The firm operates primarily within the domestic market, supporting individual and institutional investors through tailored advisory approaches.
- Headquarters Greenwood Village, United States
- Stage Acquired
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website pcmstrategies.com
- Social LinkedIn X YouTube
- Acquired by SKK (Mar 2020)
- Investors
- Acquired bySKK
(Mar 2020)
Products & Services of Peak Capital Management
Peak Capital Management offers a comprehensive portfolio of products and services, including DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal.
Income-focused portfolio strategy for financial professionals
Balanced investment approach for growth and income
Platform for accessing reports and marketing materials
Apps and channels of Peak Capital Management
its YouTube channel Peak Capital Management has 29 subscribers and 9 videos.
Videos from Peak Capital Management
The most watched videos on Peak Capital Management's YouTube channel, Peak Capital Management (29 subscribers). Click a video to play it here.
More on Peak Capital Management.
Investors in Peak Capital Management
Peak Capital Management has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Shepherd Kaplan Krochuk.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Shepherd Kaplan Krochuk is engaged in wealth and asset management. | skk-llc.com | Boston, United States |
Investor details for Peak Capital Management
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Timeline of Peak Capital Management
2 dated milestones of Peak Capital Management across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Peak Capital Management is founded.
- Exit Acquired by SKK.
Competitors of Peak Capital Management
Peak Capital Management has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance services. |
Detailed competitors of Peak Capital Management
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Web traffic of Peak Capital Management
The website of Peak Capital Management (pcmstrategies.com) receives about 2.2K visits a month.
- Monthly visits2.2K
▲ 69.7% vs previous month
Top companies in Asset Management
3 companies that operate in the same segment as Peak Capital Management (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Peak Capital Management
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Frequently Asked Questions about Peak Capital Management
Peak Capital Management was founded in 2007.
Peak Capital Management is headquartered in Greenwood Village, United States. It is registered at Greenwood Village, Colorado, United States.
Peak Capital Management was established in 2007 and is based in Greenwood Village, United States. Operations focus on the financial services sector, where portfolio management and investment advisory services are delivered to clients. These services encompass asset allocation, risk assessment, and strategic investment guidance. The firm operates primarily within the domestic market, supporting individual and institutional investors through tailored advisory approaches.
Peak Capital Management's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
Peak Capital Management offers DRH Income Strategy, DRH Balanced Income Strategy, and Advisor Portal.
Peak Capital Management has 1 investor. Key investors include Shepherd Kaplan Krochuk.
Yes. Peak Capital Management was acquired by SKK in March 2020.