Peak Investment Advisors, Inc.

RIAState Registered

Total AUM

$103M

Discretionary

$100M

98% of AUM

Avg account

$443K

Accounts

232

Employees

Advisory reps

Firm details

Headquarters: Germantown, Maryland
CRD number: 117875
Registered since: June 24, 2022
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI78.22%
Individuals20.93%
Corporations / Businesses0.85%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Peak Investment Advisors, Inc. is an independent, privately owned registered investment adviser that serves both individual/family clients and institutional accounts. The firm acts as a capital allocator and provides portfolio management for individuals, small businesses and institutions, offers pension consulting, and performs selection of other advisers. Its fee model includes a percentage-of-assets component alongside other fee arrangements. Peak reports no active ESG investing stance and lists an insurance company among its industry affiliations.