Peak Financial Management Inc, MA — Investment Adviser | BuildTrust

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PEAK FINANCIAL MANAGEMENT INC

Investment AdviceWELLESLEY, MA

Assets Under Management

$452.7M

Total AUM

Donut chart: Discretionary 452.4M, Non-Discretionary 343K
Category	Value
Discretionary	452.4M
Non-Discretionary	343K

Adviser Information

Field	Value
CRD Number	110559
SEC Number	801-39737
Street Address	93 WORCESTER STREET
Street Address 2	SUITE 101
Location	WELLESLEY, MA 02481
Country	United States
Phone	(781) 487-9500
Fax	(781) 487-9501
Total Employees	9
Business Types	insurance_broker

Client Count by Type (341 Total)

Horizontal bar chart: Individuals (other than H… 197, High Net Worth Individual… 144
Category	Value
Individuals (other than H…	197
High Net Worth Individual…	144