PEAK INVESTMENT SOLUTIONS, LLC

RIASEC Registered

Total AUM

$77.4M

Discretionary

$77.4M

100% of AUM

Avg account

$553K

Accounts

140

Employees

Advisory reps

Firm details

Headquarters: ROSEVILLE, California
CRD number: 134846
Website: www.peakis.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Other
Client types: HNWI52.93%
Individuals39.41%
Pension & Profit Sharing Plans6.51%
Corporations / Businesses1.15%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Peak Investment Solutions, LLC is a privately owned limited liability company that acts as a capital allocator for both individual/family and institutional clients. The firm provides fee-based advisory services (including a percentage-of-AUM component and other fee arrangements) and lists portfolio management for individuals/small businesses and for businesses/institutions among its core activities. It also offers selection-of-other-advisers and pension consulting services. Peak identifies as not being an active ESG investor and does not present itself as a multi-state adviser. The firm has an industry affiliation with an accountant.