Overview
Assets Under Management: $151 million
Headquarters: NORTHBOROUGH, MA
High-Net-Worth Clients: 63
Average Client Assets: $1.8 million
Frequently Asked Questions
PEAK FINANCIAL SERVICES, 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 #282186), PEAK FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
PEAK FINANCIAL SERVICES, INC. is headquartered in NORTHBOROUGH, MA.
PEAK FINANCIAL SERVICES, INC. serves 63 high-net-worth clients according to their SEC filing dated February 13, 2024. View client details ↓
According to their SEC Form ADV, PEAK FINANCIAL SERVICES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and educational seminars and workshops. View all service details ↓
PEAK FINANCIAL SERVICES, INC. manages $151 million in client assets according to their SEC filing dated February 13, 2024.
According to their SEC Form ADV, PEAK FINANCIAL SERVICES, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.24%
Average Client Assets: $1.8 million
Total Client Accounts: 520
Discretionary Accounts: 520
Regulatory Filings
CRD Number: 282186
Filing ID: 1826111
Last Filing Date: 2024-02-13 21:35:00