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PEAK INVESTMENT SOLUTIONS, LLC
CRD 134846 · SEC 801-64263
1508 EUREKA ROAD, SUITE 180, ROSEVILLE, CA, 95661, United States
Phone
916-772-5022
Fax
916-772-5042
Registration
— (—)
Source
State registered
Total AUM
$77.4M
Discretionary AUM
$77.4M
Team
4 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; ASSETS UNDER ADVISEMENT
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $30.5M |
| High net worth individuals | 13 | $41.0M |
| Pension/profit sharing plans | 5 | $5.0M |
| Corporations/business entities | 1 | $891K |
All web addresses on file
Official SEC filing: View on IAPD