PEAK FINANCIAL MANAGEMENT INC of WELLESLEY, MA is an SEC-registered investment adviser (CRD 110559). Regulatory assets under management: $534.4M.
Compensation: % of AUM, Hourly.
Clients served: Individuals, High net worth, Pooled vehicles.
| Name | Role | Location |
|---|---|---|
| Pran Nath Tiku | PRESIDENT | — |
| Christopher Karl Gaffney | VICE PRESIDENT AND SENIOR WEALTH ADVISOR | — |
| Neel Tiku | SENIOR RELATIONSHIP ADVISOR | Waltham, MA |
| Shaun Patrick Thompson | SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| TIKU PRAN NATH | CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| GAFFNEY CHRISTOPHER KARL | VICE PRESIDENT; VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER; VICE PRESIDENT AND SENIOR WEALTH ADVISOR | — |
| THOMPSON DALE KIRK PATRICK | SENIOR WEALTH ADVISOR AND CHIEF COMPLIANCE OFFICER | — |
| TIKU NEEL | CHIEF COMPLIANCE OFFICER; SENIOR RELATIONSHIP ADVISOR | — |
| Neel K. Tiku | MANAGING DIRECTOR & SENIOR RELATIONSHIP ADVISOR | — |