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PEAK FINANCIAL MANAGEMENT, INC.
BROOMFIELD, CO
(303) 255-2252
SEC #801-134603Total AUM
$109.4M
Employees
4Clients
162Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
10901 W. 120TH AVENUE
SUITE 135
BROOMFIELD
CO 80021
United States
SUITE 135
BROOMFIELD
CO 80021
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Monday - Friday
Phone
(303) 255-2252
Financials
Total AUM
$109.4M
Accounts
156Discretionary
$109.4M
Accounts
156Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
129AUM
$54.4M
HNW Individual Clients
25AUM
$54.7M
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$0
Charitable Organization Clients
1AUM
$124.5K
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$134K
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACOTX
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.