Peak Asset Management LLC

Peak Asset Management LLC, legally known as PEAK ASSET MANAGEMENT, LLC, is a limited liability company based in CO with eight employees serving in advisory roles. Despite its small size, the firm has been approved by the US Securities and Exchange Commission since 1996 and boasts a diverse client base of two.

• BART PARTNERS, LP

  MEMBER owns less than 5%

• GILPIN PARTNERS, INC.

  MEMBER owns more than 10% but less than 25%

• JOHN JOSEPH GLASMAN

  MANAGER owns less than 5%

• JOHN NEAL MCCORVIE

  MANAGER/CCO owns more than 10% but less than 25%

• NOEL FLETCHER BENNETT

  MANAGER owns more than 10% but less than 25%

• TARA HUME FINANCIAL CONSULTING, LLC

  MEMBER owns more than 10% but less than 25%

• TARA JILL HEFTY

  MANAGER owns less than 5%

• TERRANCE WILLIAM HEFTY

  MANAGER owns less than 5%

• JOHN JOSEPH GLASMAN

  PRESIDENT owns 75% or more

• TARA JILL HEFTY

  MANAGER owns 75% or more

• TERRANCE WILLIAM HEFTY

  MANAGER owns 75% or more

• Pinnacle Wealth Management Inc
• The Corundum Group Inc
• Institutional and Family Asset Management LLC
• The Wealth Conservancy Inc
• Versus Capital Advisors LLC
• Paradice Investment Management LLC
• Neocap LLC
• Johnson Financial Group LLC
• Salus LP
• Institute FOR Wealth Consultants Inc

• Redefining Investment Strategy: Analyzing Q3 and Q4 2022 13F Holdings of Peak Asset Management, LLC

• MICROSOFT CORP $14,281k
• DISNEY WALT CO $13,317k
• S&P GLOBAL INC $12,859k
• STRYKER CORP $12,299k
• PIMCO ETF TR $12,284k
• Apple Inc $12,171k
• VISA INC COM CL A $11,843k
• BECTON DICKINSON $10,258k
• CISCO SYSTEMS INC $9,771k
• PEPSICO INC $9,751k