Overview
Assets Under Management: $405 million
Headquarters: WELLESLEY, MA
High-Net-Worth Clients: 144
Average Client Assets: $3 million
Frequently Asked Questions
PEAK FINANCIAL MANAGEMENT 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 #110559), PEAK FINANCIAL MANAGEMENT INC is subject to fiduciary duty under federal law.
PEAK FINANCIAL MANAGEMENT INC is headquartered in WELLESLEY, MA.
PEAK FINANCIAL MANAGEMENT INC serves 144 high-net-worth clients according to their SEC filing dated March 20, 2024. View client details ↓
According to their SEC Form ADV, PEAK FINANCIAL MANAGEMENT INC offers financial planning and portfolio management for individuals. View all service details ↓
PEAK FINANCIAL MANAGEMENT INC manages $405 million in client assets according to their SEC filing dated March 20, 2024.
According to their SEC Form ADV, PEAK FINANCIAL MANAGEMENT INC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 144
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,477
Discretionary Accounts: 1,477
Regulatory Filings
CRD Number: 110559
Last Filing Date: 2024-03-20 00:00:00
Website: https://peak-financial.com