PEAK INVESTMENT ADVISORS, INC. of GERMANTOWN, MD is an SEC-registered investment adviser (CRD 117875). Regulatory assets under management: $102.7M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Other.
Clients served: High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| FALK SEAN EVERETT | PRESIDENT; PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| FRIEDMAN BRETT ADAM | SECRETARY/CCO | — |