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NORTHPEAK FINANCIAL, INC.
CRD 142970
50 CARROLL CREEK WAY, SUITE 220, FREDERICK, MD, 21701, United States
Phone
240-515-0113
Fax
240-720-9428
Registration
— (—)
Source
State registered
Total AUM
$66.8M
Discretionary AUM
$65.7M
Team
3 total employees; 2 advisory reps; 1 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Other (specify)
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 142 | $35.9M |
| High net worth individuals | 20 | $30.8M |
All web addresses on file
Official SEC filing: View on IAPD