Peak Mountain Advisors

Finance · Connecticut, United States · 1-10 Employees

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Overview

Headquarters

942 Main St Fl 1, Hartford, Connecticut,...

Phone Number

(860) 216-1896

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About Peak Mountain Advisors

Peak Mountain Advisors is a private wealth management firm specializing in complex financial situations and traditional financial advising. They offer a range of services including retirement planning, estate planning, business planning, and investment strategies tailored to meet the needs of individuals and small businesses. The firm emphasizes a holistic approach to wealth planning, aiming to help clients accumulate and protect their assets while preparing for unforeseen circumstances. Their team of experienced professionals is dedicated to guiding clients through all stages of life to achieve their financial goals.Explore more
Peak Mountain Advisors's Social MediaPopular SearchesPeak Mountain AdvisorsMountain Peak Advisors LLCMountain Peak Capital LLCMountain Peak Partners I LPPeakMountainAdvisors xtsSIC Code 62,628NAICS Code 52,523Show more

Peak Mountain Advisors Org Chart

PhoneEmail
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
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Manager, Wealth & Founder

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Peak Mountain Advisors

<$5M
1-10
Private
-
2012
Paul Holjes, Manager, Wealth & Founder at Peak Mountain Advisors
Paul HoljesManager, Wealth & Founder
<$5M
1-10
Private
-
2005
EH
Ediea HungAssistant Vice President
<$5M
1-10
Private
-
-
JO
Jessica OrdClient Service Manager & Executive Assistant
<$5M
1-10
Private
-
-
SB
Shelby BuckAdministrative Assistant, Marketing
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2009
CD
Christian D'UrsoFounder & Chief Investment Officer
<$5M
1-10
Private
-
2013
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Peak Mountain Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Peak Mountain Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Peak Mountain Advisors.

Peak Mountain Advisors Tech Stack

A closer look at the technologies used by Peak Mountain Advisors

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Frequently Asked Questions Regarding Peak Mountain Advisors

What is Peak Mountain Advisors's official website?
Peak Mountain Advisors's official website is www.peakmountainadvisors.com
What is Peak Mountain Advisors's Revenue?
Peak Mountain Advisors's revenue is <$5 Million
What is Peak Mountain Advisors's SIC code?
Peak Mountain Advisors's SIC: 62,628
What is Peak Mountain Advisors's NAICS code?
Peak Mountain Advisors's NAICS: 52,523
How many employees does Peak Mountain Advisors have?
Peak Mountain Advisors has 1-10 employees
What industry does Peak Mountain Advisors belong to?
Peak Mountain Advisors is in the industry of: Finance, Securities Trading
What is Peak Mountain Advisors competition?
Peak Mountain Advisors top competitors include: SAGE Consulting & Wealth Management, Invested CPA, First Capital Management, James Herbert Hunt
What technology does Peak Mountain Advisors use?
Some of the popular technologies that Peak Mountain Advisors uses are: Cloudflare Website Optimization, Cloudflare CDN, Google Font API, YouTube
How do I contact Peak Mountain Advisors?
Peak Mountain Advisors contact info: Phone number: (860) 216-1896 Website: www.peakmountainadvisors.com
What does Peak Mountain Advisors do?

Peak Mountain Advisors is a private wealth management firm specializing in complex financial situations and traditional financial advising. They offer a range of services including retirement planning, estate planning, business planning, and investment strategies tailored to meet the needs of individuals and small businesses. The firm emphasizes a... holistic approach to wealth planning, aiming to help clients accumulate and protect their assets while preparing for unforeseen circumstances. Their team of experienced professionals is dedicated to guiding clients through all stages of life to achieve their financial goals.Read More

What are Peak Mountain Advisors social media links?
Peak Mountain Advisors Linkedin page Peak Mountain Advisors Facebook page
Is Peak Mountain Advisors a public company?
Peak Mountain Advisors is private company therefore does not currently have an official ticker symbol
See more information about Peak Mountain Advisors

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