PEAK FINANCIAL SERVICES, INC.
  • PEAK FINANCIAL SERVICES, INC.

Adviser Profile

As of Date 10/19/2024
Registration status Terminated
ADV Location NORTHBOROUGH, MA, United States
Contact Info 508 xxxxxxx
Websites
AUM* 150,549,000 20%
of that, discretionary 150,549,000 20%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 289,517 20%
% High Net Worth 34.43% 19%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

151M 129M 108M 86M 65M 43M 22M
2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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