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PEAK FINANCIAL MANAGEMENT INC

Tel: (781) 487-9500
93 Worcester Street
Suite 101
Wellesley, Massachusetts  02481

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PEAK FINANCIAL MANAGEMENT INC

PEAK FINANCIAL MANAGEMENT INC is a Wellesley, Massachusetts based financial advisory firm with nearly $404,735,183 in assets under management and provides investment advisory services for 1477 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

110559

SEC#:

801-39737

No. of Clients:

1477

Assets under Management

$404,735,183

No. of Advisors:

9

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