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PEAK AMERICAN INVESTMENT ADVISORS, INC.
CRD 145056 · SEC 801-133891
2400 DALLAS PARKWAY, STE 100, PLANO, TX, 75093, United States
Phone
972-212-9292
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.3M
Discretionary AUM
$126.3M
Team
14 total employees; 12 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 385 | $92.4M |
| High net worth individuals | 18 | $33.9M |
States served
CA, PA, TX
All web addresses on file
Official SEC filing: View on IAPD