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PEAK FINANCIAL MANAGEMENT, INC.
CRD 281223 · SEC 801-134603
10901 W. 120TH AVENUE, SUITE 135, BROOMFIELD, CO, 80021, United States
Phone
(303) 255-2252
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$109.4M
Discretionary AUM
$109.4M
Team
4 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $54.4M |
| High net worth individuals | 25 | $54.7M |
| Charitable organizations | 1 | $124K |
| Corporations/business entities | 1 | $134K |
States served
CA, CO, TX
All web addresses on file
Official SEC filing: View on IAPD