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PEAK WEALTH MANAGEMENT, LLC
Tel: 734-681-7575
41011 Ann Arbor Road Plymouth, Michigan 48170
PEAK WEALTH MANAGEMENT, LLC
PEAK WEALTH MANAGEMENT, LLC is a Plymouth, Michigan based financial advisory firm with nearly $352,000,000 in assets under management and provides investment advisory services for 1788 clients. There are currently 4 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors
Fee Structure:
A percentage of AUM, Fixed fees
Firm CRD#:
166944
SEC#:
801-114800
No. of Clients:
1788
Assets under Management
$352,000,000
No. of Advisors:
4
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