PEAK FINANCIAL MANAGEMENT INC

93 Worcester Street
Suite 101
Wellesley, Massachusetts 02481
Tel: (781) 487-9500

About PEAK FINANCIAL MANAGEMENT INC

PEAK FINANCIAL MANAGEMENT INC, formally registered with the SEC as PEAK FINANCIAL MANAGEMENT INC. The firm was established in 08/30/1991. They have over 10 offices throughout the country.

PEAK FINANCIAL MANAGEMENT INC is a Wellesley, Massachusetts based Financial Planning firm with nearly $404,735,183 assets under management, offering retirement planning & investment advisory services to 1477 clients. The firm is staffed with 9 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110559
SEC#	801-39737
Assets Managed by Firm	$404,735,183
No. of Clients	1477
No. of Advisors	9

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1477	$404,735,183
Individuals (other than high net worth individuals)	217	$82,042,072
High net worth individuals	123	$320,793,209
Pension and profit sharing plans	Fewer than 5 clients	$1,899,902

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