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Building 2PEAK INVESTMENT ADVISORS, INC.

Map pinGERMANTOWN, MD
Phone240-361-2700
NotebookSEC #801-125943
Total AUM
$80.7M
Employees
2
Clients
128

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
13216 EXECUTIVE PARK TERRACE
GERMANTOWN
MD 20874
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
240-361-2700

ReceiptFinancials

Total AUM
$80.7M
Accounts
277
Discretionary
$69.7M
Accounts
224
Non-Discretionary
$11M
Accounts
53

ContactClients

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Individual Clients
103
AUM
$25.2M
HNW Individual Clients
24
AUM
$54.6M
Corporation or Business Clients
1
AUM
$986.6K

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS

Shield checkCompliance

Disclosures
Other Regulator Denial/Suspension/RevocationOther Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO Discipline/Expulsion/SuspensionSRO Rule Violation
State Registrations
DCDEFLMDTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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