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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $1.4B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 253
      Accounts
    • $5.4M
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

3

name start date
Jacob Eugene Hemmer
April 2018
Joel Walter Looney
October 2013
April Dawn Mccullough
February 2015

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Peak Trust Company - Ak -- --
    Peak Trust Company - Nv -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Stewart Ralph Horejsi Chief Investment Officer September, 2008 less than 5%
      Stephen Carl Miller Chief Legal Officer June, 2017 less than 5%
      Joel Walter Looney Assistant Investment Officer, President/Manager June, 2017 less than 5%
      Nicole Larraine Murphey Chief Compliance Officer November, 2016 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges