Overview
Assets Under Management: $132 million
Headquarters: BLOOMINGTON, MN
High-Net-Worth Clients: 51
Average Client Assets: $1.4 million
Frequently Asked Questions
PEAK FINANCIAL CONSULTING, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #291860), PEAK FINANCIAL CONSULTING, INC. is subject to fiduciary duty under federal law.
PEAK FINANCIAL CONSULTING, INC. is headquartered in BLOOMINGTON, MN.
PEAK FINANCIAL CONSULTING, INC. serves 51 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, PEAK FINANCIAL CONSULTING, INC. offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
PEAK FINANCIAL CONSULTING, INC. manages $132 million in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, PEAK FINANCIAL CONSULTING, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 54.30%
Average Client Assets: $1.4 million
Total Client Accounts: 371
Discretionary Accounts: 371
Regulatory Filings
CRD Number: 291860
Filing ID: 2054170
Last Filing Date: 2026-02-25 07:30:48