3 PEAKS FINANCIAL

3 PEAKS FINANCIAL of AMMON, ID is an SEC-registered investment adviser (CRD 296817). Regulatory assets under management: $53.6M.

Registration

• CRD: 296817
• Type: Registered investment adviser
• Location: 2677 E 17TH STREET,, AMMON, ID, 83406
• Phone: (208) 881-5505
• Latest filing: 2026-02-18
• Regulatory AUM: $53.6M
• Discretionary AUM: $53.6M
• Clients: 3
• Accounts: 252

Business model

Compensation: % of AUM, Hourly, Fixed.

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 296817 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search