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PEAK FINANCIAL MANAGEMENT INC
CRD 110559 · SEC 801-39737
93 WORCESTER STREET, SUITE 101, WELLESLEY, MA, 02481, United States
Phone
(781) 487-9500
Fax
(781) 487-9501
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$534.4M
Discretionary AUM
$534.4M
Team
9 total employees; 7 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 192 | $67.3M |
| High net worth individuals | 161 | $461.5M |
States served
CA, ME, MA, NJ, NY, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD