# PEAK FINANCIAL SERVICES, INC.

PEAK FINANCIAL SERVICES, INC. of NORTHBOROUGH, MA is an SEC-registered investment adviser.

## Registration

- CRD: 282186
- Type: SEC-registered investment adviser
- SEC file number: 801-120945
- Location: 290 W. MAIN STREET, UNIT 5, NORTHBOROUGH, MA, 01532
- Phone: 508-351-9775
- Latest filing: 2024-02-13
- Regulatory AUM: $150.5M
- Discretionary AUM: $150.5M
- Clients: 2
- Accounts: 520

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| OBRIEN BRIEN MICHAEL | PRESIDENT & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/282186/brochure
- Similar advisers: https://search.stillhousedata.com/firm/282186/similar
- Related entities: https://search.stillhousedata.com/firm/282186/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/282186

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.