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Bear Peak Financial, LLC

Headquartered in BOULDER, CO

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Firm Information

Bear Peak Financial, LLC is an investment advisor based in Colorado. They provide financial planning and portfolio management services to individuals and select other investment advisors. The firm has approximately $3.75 million in regulatory assets under management, and their client base is primarily comprised of individuals other than high-net-worth clients.

Bear Peak Financial, LLC

$3.75M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

BEAR PEAK FINANCIAL, LLC has a total of 1 branch locations across the country.
location

Boulder, CO

Advisors at Bear Peak Financial, LLC

View All 1 Advisors
Unclaimed
Nicholas Keller Lenssen

RA

BOULDER, CO

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Disclosures

There are no public disclosures for Bear Peak Financial, LLC.

Frequently Asked Questions (5)

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