PEAK FINANCIAL MANAGEMENT INC
CRD #110559 SEC #801-39737 WELLESLEY, MA (781) 487-9500
SEC Registered
Total AUM
$452.7M
Discretionary
$452.4M
Employees
9
Clients
101
Accounts
1,535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $452.7M | $452.4M | $343K | 9 | 0 |
| Mar 2024 | $404.7M | $404.7M | $0 | 9 | 0 |
| Oct 2023 | $367.1M | $367.1M | $0 | 9 | 0 |
| Jun 2023 | $367.1M | $367.1M | $0 | 9 | 0 |
| Mar 2023 | $367.1M | $367.1M | $0 | 9 | 0 |
| Jul 2022 | $396M | $396M | $0 | 9 | 0 |
| Mar 2022 | $396M | $396M | $0 | 9 | 0 |
| Nov 2021 | $360.7M | $360.7M | $0 | 9 | 0 |
| Jul 2021 | $360.7M | $360.7M | $0 | 9 | 0 |
| May 2021 | $360.7M | $360.7M | $0 | 9 | 0 |
| Mar 2021 | $360.7M | $360.7M | $0 | 9 | 0 |
| Jun 2020 | $316.2M | $315.5M | $729.1K | 9 | 0 |
| Jun 2020 | $316.2M | $315.5M | $729.1K | 9 | 0 |
| May 2020 | $316.2M | $315.5M | $729.1K | 9 | 0 |
| Mar 2020 | $316.2M | $315.5M | $729.1K | 9 | 0 |
| Nov 2019 | $273.5M | $272.6M | $813.6K | 10 | 0 |
| Jun 2019 | $273.5M | $272.6M | $813.6K | 10 | 0 |
| Apr 2019 | $273.5M | $272.6M | $813.6K | 10 | 0 |
| Mar 2019 | $273.5M | $272.6M | $813.6K | 10 | 0 |
| Mar 2018 | $287.2M | $284.6M | $2.6M | 10 | 0 |
| Aug 2017 | $330.1M | $328.1M | $2.1M | 10 | 205 |
| Jul 2017 | $330.1M | $328.1M | $2.1M | 10 | 205 |
| Mar 2017 | $300.2M | $300.2M | $0 | 10 | 205 |
| Nov 2016 | $300M | $300M | $0 | 10 | 200 |
| Apr 2016 | $300M | $300M | $0 | 10 | 200 |
| Mar 2016 | $300M | $300M | $0 | 10 | 200 |
| Sep 2015 | $294.2M | $294.2M | $0 | 8 | 200 |
| Mar 2015 | $294.2M | $294.2M | $0 | 8 | 200 |
| Oct 2014 | $301.3M | $301.3M | $0 | 8 | 200 |
| Mar 2014 | $301.3M | $301.3M | $0 | 8 | 200 |
| Mar 2013 | $269.3M | $269.3M | $0 | 8 | 200 |
| Mar 2012 | $258.3M | $258.3M | $0 | 6 | 200 |
| Mar 2011 | $267M | $267M | $0 | 10 | -- |
| Mar 2011 | $267M | $267M | $0 | 10 | -- |
| Mar 2010 | $236.7M | $236.7M | $0 | 10 | -- |
| Mar 2007 | $262.9M | $262.9M | $0 | 5 | -- |
| Mar 2006 | $193.8M | $193.8M | $0 | 10 | -- |
| Oct 2005 | $154M | $154M | $0 | 5 | -- |
DateMar 2025
Total AUM$452.7M
Discretionary$452.4M
Non-Disc.$343K
Employees9
Clients0
DateMar 2024
Total AUM$404.7M
Discretionary$404.7M
Non-Disc.$0
Employees9
Clients0
DateOct 2023
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees9
Clients0
DateJun 2023
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$367.1M
Discretionary$367.1M
Non-Disc.$0
Employees9
Clients0
DateJul 2022
Total AUM$396M
Discretionary$396M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$396M
Discretionary$396M
Non-Disc.$0
Employees9
Clients0
DateNov 2021
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees9
Clients0
DateJul 2021
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees9
Clients0
DateMar 2021
Total AUM$360.7M
Discretionary$360.7M
Non-Disc.$0
Employees9
Clients0
DateJun 2020
Total AUM$316.2M
Discretionary$315.5M
Non-Disc.$729.1K
Employees9
Clients0
DateJun 2020
Total AUM$316.2M
Discretionary$315.5M
Non-Disc.$729.1K
Employees9
Clients0
DateMay 2020
Total AUM$316.2M
Discretionary$315.5M
Non-Disc.$729.1K
Employees9
Clients0
DateMar 2020
Total AUM$316.2M
Discretionary$315.5M
Non-Disc.$729.1K
Employees9
Clients0
DateNov 2019
Total AUM$273.5M
Discretionary$272.6M
Non-Disc.$813.6K
Employees10
Clients0
DateJun 2019
Total AUM$273.5M
Discretionary$272.6M
Non-Disc.$813.6K
Employees10
Clients0
DateApr 2019
Total AUM$273.5M
Discretionary$272.6M
Non-Disc.$813.6K
Employees10
Clients0
DateMar 2019
Total AUM$273.5M
Discretionary$272.6M
Non-Disc.$813.6K
Employees10
Clients0
DateMar 2018
Total AUM$287.2M
Discretionary$284.6M
Non-Disc.$2.6M
Employees10
Clients0
DateAug 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2.1M
Employees10
Clients205
DateJul 2017
Total AUM$330.1M
Discretionary$328.1M
Non-Disc.$2.1M
Employees10
Clients205
DateMar 2017
Total AUM$300.2M
Discretionary$300.2M
Non-Disc.$0
Employees10
Clients205
DateNov 2016
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients200
DateApr 2016
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients200
DateMar 2016
Total AUM$300M
Discretionary$300M
Non-Disc.$0
Employees10
Clients200
DateSep 2015
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$294.2M
Discretionary$294.2M
Non-Disc.$0
Employees8
Clients200
DateOct 2014
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2014
Total AUM$301.3M
Discretionary$301.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$269.3M
Discretionary$269.3M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$258.3M
Discretionary$258.3M
Non-Disc.$0
Employees6
Clients200
DateMar 2011
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$267M
Discretionary$267M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$262.9M
Discretionary$262.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$193.8M
Discretionary$193.8M
Non-Disc.$0
Employees10
Clients--
DateOct 2005
Total AUM$154M
Discretionary$154M
Non-Disc.$0
Employees5
Clients--