PEAK INVESTMENT ADVISORS, INC.
  • PEAK INVESTMENT ADVISORS, INC.
  • DGF INVESTMENT ADVISORS, INC.

Adviser Profile

As of Date 09/29/2023
Registration status Registration Changed to PEAK INVESTMENT ADVISORS, INC.
ADV Location GERMANTOWN, MD, United States
Contact Info 240 xxxxxxx
Websites
AUM* 80,740,512
of that, discretionary 69,729,088
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 360,449
% High Net Worth 18.90%
SMA’s No
Private Funds 0

Adviser Type

- No longer eligible

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

88M 76M 63M 50M 38M 25M 13M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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