1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PEAK AMERICAN INVESTMENT ADVISORS, INC.

Map pinPLANO, TX
Phone972-212-9292
NotebookSEC #801-133891
Total AUM
$126.3M
Employees
14
Clients
403

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2400 DALLAS PARKWAY
STE 100
PLANO
TX 75093
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
972-212-9292

ReceiptFinancials

Total AUM
$126.3M
Accounts
614
Discretionary
$126.3M
Accounts
614
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
385
AUM
$92.4M
HNW Individual Clients
18
AUM
$33.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAPATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account