Peak Financial Consulting, Inc.
Peak Financial Consulting, Inc. is an SEC-registered mass-market adviser in Bloomington, MN with $132.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Peak Financial Consulting, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 291860, SEC 801-132854, data through 2026-02-25.
- AUM (assets under management / regulatory AUM)
- $132.3M (2026-02-25)
- Firm type
- Mass-Market Adviser
- Location
- Bloomington, MN
- Employees
- 2
- Clients
- 371
- CRD
- 291860
- Ownership
- DROEGEMUELLER, DONALD, WALTER
How much AUM does Peak Financial Consulting, Inc. have?
Peak Financial Consulting, Inc. reported $132.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-25).
Who owns Peak Financial Consulting, Inc.?
Disclosed owners and executives of Peak Financial Consulting, Inc. include DROEGEMUELLER, DONALD, WALTER. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.