PEAK INVESTMENTS

PEAK INVESTMENTS is an SEC-registered investment adviser (CRD 115632). Regulatory assets under management: $6.1M.

Registration

• CRD: 115632
• Type: Registered investment adviser
• Phone: 888-795-4015
• Latest filing: 2026-04-28
• Regulatory AUM: $6.1M
• Discretionary AUM: $6.1M
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM, Other.

Clients served: 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 115632 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search