PEAK WEALTH MANAGEMENT, LLC - Financial Advisor in Michigan, Plymouth

Tel: 734-681-7575 41011 Ann Arbor Road Plymouth, Michigan 48170

About PEAK WEALTH MANAGEMENT, LLC

PEAK WEALTH MANAGEMENT, LLC is a Plymouth, Michigan based financial advisory firm with nearly $352,000,000 in assets under management and provides investment advisory services for 1788 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

166944

Firm SEC#:

801-114800

Assets Under Management:

$352,000,000

No. of Clients:

1788

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Fixed fees

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in Michigan?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in Michigan, Plymouth

FirmCRD#:104693

SEC#:801-32773

No. of Advisors:20

No. of Clients:81

AUM:$3,261,373,534

FirmCRD#:124337

SEC#:801-71851

No. of Advisors:3

No. of Clients:50

AUM:$2,025,333,472

FirmCRD#:104655

SEC#:801-19434

No. of Advisors:5

No. of Clients:304

AUM:$848,371,675

FirmCRD#:124332

SEC#:801-67414

No. of Advisors:5

No. of Clients:1212

AUM:$460,972,231

FirmCRD#:281935

SEC#:801-113407

No. of Advisors:4

No. of Clients:528

AUM:$163,965,211

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

SCHWARTZ INVESTMENT COUNSEL INC

104693

801-32773

$3,261,373,534

IPEX, INC.

124337

801-71851

$2,025,333,472

JLB & ASSOCIATES INC

104655

801-19434

304

$848,371,675

GEM ASSET MANAGEMENT, LLC

124332

801-67414

1212

$460,972,231

PINNACLE WEALTH MANAGEMENT GROUP, INC.

281935

801-113407

528

$163,965,211

Explore More Financial Advisor Firms in Plymouth, Michigan >>