PEAK INVESTMENT MANAGEMENT, LTD.
Legal name: PEAK INVESTMENT MANAGEMENT, LTD
CRD #107918 SEC #801-54886 MISSOULA, MT 406-721-7325
SEC Registered
Total AUM
$207.5M
Discretionary
$207.5M
Employees
3
Clients
0
Accounts
98
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2016 | $207.5M | $207.5M | $0 | 3 | 26 |
| Jan 2016 | $207.5M | $207.5M | $0 | 3 | 26 |
| Apr 2015 | $202.3M | $202.3M | $0 | 3 | 26 |
| Mar 2015 | $202.3M | $202.3M | $0 | 3 | 26 |
| Dec 2014 | $188.1M | $188.1M | $0 | 3 | 26 |
| Sep 2014 | $188.1M | $188.1M | $0 | 3 | 26 |
| Mar 2014 | $188.1M | $188.1M | $0 | 3 | 26 |
| Aug 2013 | $201.7M | $201.7M | $0 | 3 | 26 |
| Apr 2013 | $201.7M | $201.7M | $0 | 3 | 26 |
| Apr 2013 | $201.7M | $201.7M | $0 | 4 | 26 |
| Nov 2012 | $206.1M | $206.1M | $0 | 4 | 26 |
| Jul 2012 | $206.1M | $206.1M | $0 | 1 | 26 |
| Mar 2012 | $236.9M | $236.9M | $0 | 1 | 143 |
| Mar 2008 | $134.7M | $134.7M | $0 | 5 | -- |
| Mar 2008 | $134.7M | $134.7M | $0 | 5 | -- |
| Mar 2007 | $125.6M | $125.6M | $0 | 5 | -- |
| Mar 2006 | $115.8M | $115.8M | $0 | 5 | -- |
| Mar 2006 | $115.8M | $115.8M | $0 | 5 | -- |
| May 2005 | $95.8M | $95.8M | $0 | 5 | -- |
| Jul 2004 | $85.1M | $85.1M | $0 | 5 | -- |
| May 2004 | $85.1M | $85.1M | $0 | 5 | -- |
| Mar 2004 | $85.1M | $85.1M | $0 | 5 | -- |
| Mar 2002 | $60.5M | $60.5M | $0 | 5 | -- |
| Aug 2001 | $62.2M | $62.2M | $0 | 5 | -- |
DateFeb 2016
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees3
Clients26
DateJan 2016
Total AUM$207.5M
Discretionary$207.5M
Non-Disc.$0
Employees3
Clients26
DateApr 2015
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees3
Clients26
DateMar 2015
Total AUM$202.3M
Discretionary$202.3M
Non-Disc.$0
Employees3
Clients26
DateDec 2014
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees3
Clients26
DateSep 2014
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees3
Clients26
DateMar 2014
Total AUM$188.1M
Discretionary$188.1M
Non-Disc.$0
Employees3
Clients26
DateAug 2013
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees3
Clients26
DateApr 2013
Total AUM$201.7M
Discretionary$201.7M
Non-Disc.$0
Employees4
Clients26
DateNov 2012
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees4
Clients26
DateJul 2012
Total AUM$206.1M
Discretionary$206.1M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$236.9M
Discretionary$236.9M
Non-Disc.$0
Employees1
Clients143
DateMar 2008
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$134.7M
Discretionary$134.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$115.8M
Discretionary$115.8M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$95.8M
Discretionary$95.8M
Non-Disc.$0
Employees5
Clients--
DateJul 2004
Total AUM$85.1M
Discretionary$85.1M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$85.1M
Discretionary$85.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$85.1M
Discretionary$85.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2002
Total AUM$60.5M
Discretionary$60.5M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$62.2M
Discretionary$62.2M
Non-Disc.$0
Employees5
Clients--