Peak Financial Management is an investment advisor.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
43127512
SEC advisor number
801-39737
FINRA CRD number
110559
AUM ?
$404.74 mm
(as of 20 Mar 24)
Accounts
1,477
(as of 20 Mar 24)
Employees
9
(7 investment advisory or research)
Address
Peak Financial Management
20 WILLIAM STREET
SUITE 135
WELLESLEY
MA 02481
20 WILLIAM STREET
SUITE 135
WELLESLEY
MA 02481
Phone
781-487-9500
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
22 Apr 24
13F-HR
Quarterly holdings report by institutional manager
18 Jan 24
13F-HR
Quarterly holdings report by institutional manager
24 Oct 23
13F-HR
Quarterly holdings report by institutional manager
26 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
19 Apr 22
13F-HR
Quarterly holdings report by institutional manager
26 Jan 22