BEAR PEAK FINANCIAL, LLC

BEAR PEAK FINANCIAL, LLC is an SEC-registered investment adviser (CRD 288876). Regulatory assets under management: $4.4M.

Registration

• CRD: 288876
• Type: Registered investment adviser
• Phone: 303-506-3399
• Latest filing: 2026-05-20
• Regulatory AUM: $4.4M
• Non-discretionary AUM: $4.4M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 288876 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search