RIA · CRD 167757SEC-Registered

Updated:

Peak Investment Coaching

PEAK INVESTMENT COACHING, LLC is an SEC-registered investment adviser in LOGAN, UT. It has 2 employees and 2 investment advisers. The firm is based in Utah.

Peak Investment Coaching

PEAK INVESTMENT COACHING, LLC is an SEC-registered investment adviser in LOGAN, UT. It has 2 employees and 2 investment advisers. The firm is based in Utah.

General information

Firm type

RIA

Location

Region

North America

Frequently asked questions

What services does Peak Investment Coaching provide?

Based on the firm name, Peak Investment Coaching offers financial coaching and investment advisory services. This likely includes financial planning, investment education, and possibly managed accounts for individuals and families. No detailed service list is publicly available.

Is Peak Investment Coaching a family office?

No. The firm's regulatory classification as an RIA and its name — emphasizing coaching — suggest it is an advisory and coaching practice, not a traditional family office that directly manages a single family's assets. It may serve multiple unrelated clients.

Where is Peak Investment Coaching headquartered?

The firm's headquarters location is not publicly disclosed in available records. Its operations appear to be based in North America.

Who runs investment decisions at Peak Investment Coaching?

No named principals or executives have been publicly identified for Peak Investment Coaching. The firm's leadership structure is not disclosed in public records.

Does Peak Investment Coaching make direct private investments?

There is no public evidence that Peak Investment Coaching makes direct private investments. Its services appear focused on coaching and advisory rather than allocating capital to deals.

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