PEAK FINANCIAL MANAGEMENT INC
SEC Form ADV profile.
Total regulatory AUM
$534,424,348
Discretionary
$534,424,348
Non-discretionary
$0
Firm details
- CRD number
- 110559
- SEC file number
- 801-39737
- Main office
- WELLESLEY, MA, United States
- Employees
- 9
- SEC status
- Approved
- Website
- https://x.com/peakfine1?lang=en
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.