PEAK AMERICAN INVESTMENT ADVISORS, INC. of PLANO, TX is an SEC-registered investment adviser (CRD 145056). Regulatory assets under management: $149.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Charities.
| Name | Role | Location |
|---|---|---|
| Matthew Wade Mcintyre | PRESIDENT; SHAREHOLDER, DIRECTOR, CEO | — |
| Lori Anne Dunn | DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY | — |