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PEAK CAPITAL MANAGEMENT
BURLEIGH & ASSOCIATES, LLC
CRD 144600
750 SE INDIAN ST., STUART, FL, 34997, United States
Phone
772-334-9592
Fax
772-334-3856
Registration
— (—)
Source
State registered
Total AUM
$85.1M
Discretionary AUM
$85.1M
Team
5 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISORS
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 270 | $68.5M |
| High net worth individuals | 23 | $16.5M |
All web addresses on file
Official SEC filing: View on IAPD