PEAK FINANCIAL CONSULTING, INC.

PEAK FINANCIAL CONSULTING, INC. of BLOOMINGTON, MN is an SEC-registered investment adviser (CRD 291860). Regulatory assets under management: $132.3M.

Registration

• CRD: 291860
• SEC file number: 801-132854
• Type: Registered investment adviser
• Location: 1650 WEST 82ND STREET, SUITE 870, BLOOMINGTON, MN, 55431
• Phone: 952-303-8200
• Latest filing: 2026-02-25
• Regulatory AUM: $132.3M
• Discretionary AUM: $132.3M
• Clients: 2
• Accounts: 371

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search