PEAK FINANCIAL ADVISORS, LLC
Doing business as PEAK FINANCIAL ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$268,751,194
Discretionary
$267,318,341
Non-discretionary
$1,432,853
Firm details
- CRD number
- 115207
- SEC file number
- 801-60554
- Main office
- DENVER, CO, United States
- Employees
- 3
- SEC status
- Approved
- Website
- HTTP://WWW.PEAKFINANCIAL.COM
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.