Peak American Investment Advisors, Inc.
Peak American Investment Advisors, Inc. is an SEC-registered mass-market adviser in Plano, TX with $149.0M assets under management (AUM, regulatory AUM), +48% over one year. See who owns Peak American Investment Advisors, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 145056, SEC 801-133891, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $149.0M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Plano, TX
- Employees
- 10
- Clients
- 458
- CRD
- 145056
- Ownership
- MCINTYRE, MATTHEW, WADE; PEAK AMERICAN FINANCIAL COMPANIES; Dunn, Lori, Anne
How much AUM does Peak American Investment Advisors, Inc. have?
Peak American Investment Advisors, Inc. reported $149.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Peak American Investment Advisors, Inc.?
Disclosed owners and executives of Peak American Investment Advisors, Inc. include MCINTYRE, MATTHEW, WADE, PEAK AMERICAN FINANCIAL COMPANIES, Dunn, Lori, Anne. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.