PEAK FINANCIAL MANAGEMENT INC - Financial Advisor in Massachusetts, Wellesley

Tel: (781) 487-9500 93 Worcester Street Suite 101 Wellesley, Massachusetts 02481

About PEAK FINANCIAL MANAGEMENT INC

PEAK FINANCIAL MANAGEMENT INC is a Wellesley, Massachusetts based financial advisory firm with nearly $404,735,183 in assets under management and provides investment advisory services for 1477 clients. There are currently 9 financial advisors at the firm.

General Information

Firm CRD#:

110559

Firm SEC#:

801-39737

Assets Under Management:

$404,735,183

No. of Clients:

1477

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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133790

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2742

$2,678,964,904

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1414

$1,908,947,260

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801-73698

$1,733,186,207

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316736

801-122660

541

$404,020,350

ARCTARIS IMPACT INVESTORS

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1058

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124855

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299178

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307

$101,515,957

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334203

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Not Disclosed

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