Peak Investment Advisors, Inc.
Peak Investment Advisors, Inc. is an SEC-registered mass-market adviser with $80.7M assets under management (AUM, regulatory AUM), -30% over one year. See who owns Peak Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117875, data through 2023-09-20.
- AUM (assets under management / regulatory AUM)
- $80.7M (2023-09-20)
- Firm type
- Mass-Market Adviser
- Employees
- 2
- Clients
- 128
- CRD
- 117875
- Ownership
- FALK, SEAN, EVERETT; FRIEDMAN, BRETT, ADAM
How much AUM does Peak Investment Advisors, Inc. have?
Peak Investment Advisors, Inc. reported $80.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2023-09-20).
Who owns Peak Investment Advisors, Inc.?
Disclosed owners and executives of Peak Investment Advisors, Inc. include FALK, SEAN, EVERETT, FRIEDMAN, BRETT, ADAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.