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PEAK FINANCIAL CONSULTING, INC.
CRD 291860 · SEC 801-132854
1650 WEST 82ND STREET, SUITE 870, BLOOMINGTON, MN, 55431, United States
Phone
952-303-8200
Fax
952-303-8209
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$132.3M
Discretionary AUM
$132.3M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 320 | $60.4M |
| High net worth individuals | 51 | $71.8M |
States served
CA, CO, MN, TX
All web addresses on file
Official SEC filing: View on IAPD