PEAK FINANCIAL CONSULTING, INC.
SEC Form ADV profile.
Total regulatory AUM
$132,271,141
Discretionary
$132,271,141
Non-discretionary
$0
Firm details
- CRD number
- 291860
- SEC file number
- 801-132854
- Main office
- BLOOMINGTON, MN, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.