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PEAK INVESTMENT ADVISORS, INC.
CRD 117875 · SEC 801-125943
13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD, 20874, United States
Phone
240-361-2700
Fax
440-549-7959
Registration
— (—)
Source
State registered
Total AUM
$102.7M
Discretionary AUM
$100.4M
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $21.5M |
| High net worth individuals | 27 | $80.3M |
| Corporations/business entities | 1 | $874K |
All web addresses on file
Official SEC filing: View on IAPD