PEAK FINANCIAL SERVICES, INC.

PEAK FINANCIAL SERVICES, INC. of NORTHBOROUGH, MA is an SEC-registered investment adviser (CRD 282186). Regulatory assets under management: $150.5M.

Registration

• CRD: 282186
• SEC file number: 801-120945
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
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• CRD 282186 on SEC IAPD (source of record)
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