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PEAK INVESTMENT ADVISORS, INC.
CRD 113967 · SEC 801-130549
5825 DELMONICO DRIVE, SUITE 310, COLORADO SPRINGS, CO, 80919, United States
Phone
719-260-6475
Fax
719-260-0660
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$234.6M
Discretionary AUM
$152.9M
Team
2 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 14 | $6.5M |
| High net worth individuals | 25 | $224.6M |
| Charitable organizations | 1 | $3.5M |
States served
CO, FL
All web addresses on file
Official SEC filing: View on IAPD