FIVE PEAKS FINANCIAL CONSULTING, INC.

FIVE PEAKS FINANCIAL CONSULTING, INC. is an SEC-registered investment adviser (CRD 115341). Regulatory assets under management: $15.5M.

Registration

• CRD: 115341
• Type: Registered investment adviser
• Phone: 602-224-2402
• Latest filing: 2026-03-25
• Regulatory AUM: $15.5M
• Non-discretionary AUM: $15.5M
• Clients: 1
• Accounts: 6

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 115341 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search