PEAK INVESTMENT ADVISORS, INC.
CRD #113967 SEC #801-130549 COLORADO SPRINGS, CO 719-260-6475
SEC Registered Disclosures
Total AUM
$139.6M
Discretionary
$103.4M
Employees
2
Clients
10
Accounts
196
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $139.6M | $103.4M | $36.2M | 2 | 0 |
| Aug 2024 | $130.5M | $96.2M | $34.3M | 2 | 0 |
| Jun 2024 | $130.5M | $96.2M | $34.3M | 2 | 0 |
| May 2024 | $130.5M | $96.2M | $34.3M | 2 | 0 |
DateMar 2025
Total AUM$139.6M
Discretionary$103.4M
Non-Disc.$36.2M
Employees2
Clients0
DateAug 2024
Total AUM$130.5M
Discretionary$96.2M
Non-Disc.$34.3M
Employees2
Clients0
DateJun 2024
Total AUM$130.5M
Discretionary$96.2M
Non-Disc.$34.3M
Employees2
Clients0
DateMay 2024
Total AUM$130.5M
Discretionary$96.2M
Non-Disc.$34.3M
Employees2
Clients0