PEAK FINANCIAL ADVISORS, LLC
Legal name: PEAK FINANCIAL ADVISORS
CRD #115207 SEC #801-60554 DENVER, CO 303-316-2799
SEC Registered
Total AUM
$251.8M
Discretionary
$250.3M
Employees
4
Clients
101
Accounts
402
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $251.8M | $250.3M | $1.5M | 4 | 0 |
| Mar 2024 | $230.3M | $226.8M | $3.5M | 3 | 0 |
| Feb 2024 | $230.3M | $226.8M | $3.5M | 3 | 0 |
| Aug 2023 | $215.8M | $208.2M | $7.5M | 3 | 0 |
| Mar 2023 | $215.8M | $208.2M | $7.5M | 3 | 0 |
| Mar 2022 | $223.8M | $222.1M | $1.7M | 3 | 0 |
| Feb 2021 | $193M | $192.8M | $210.7K | 3 | 0 |
| Jun 2020 | $163.6M | $163.4M | $219.6K | 3 | 0 |
| Mar 2020 | $163.6M | $163.4M | $219.6K | 3 | 0 |
| Mar 2019 | $148.1M | $147.8M | $271K | 3 | 0 |
| Mar 2018 | $150.5M | $150.1M | $379.4K | 3 | 0 |
| Mar 2017 | $131.8M | $131.4M | $391.1K | 3 | 116 |
| Mar 2016 | $126.7M | $126.3M | $368.9K | 3 | 115 |
| Dec 2015 | $127M | $126.6M | $438.8K | 3 | 121 |
| Mar 2015 | $127M | $126.6M | $438.8K | 3 | 121 |
| Mar 2015 | $127M | $126.6M | $438.8K | 3 | 121 |
| Mar 2014 | $111.1M | $110.5M | $526.4K | 3 | 110 |
| Mar 2013 | $103.8M | $103.3M | $468.5K | 3 | 103 |
| Nov 2012 | $93.4M | $89.1M | $4.3M | 3 | 106 |
| Jun 2012 | $93.4M | $89.1M | $4.3M | 1 | 106 |
| Mar 2012 | $93.4M | $89.1M | $4.3M | 1 | 106 |
| Feb 2012 | $75M | $74.6M | $462.1K | 1 | 26 |
| Mar 2011 | $67.6M | $67.1M | $577.9K | 5 | -- |
| Jan 2010 | $61.9M | $61.4M | $592.4K | 5 | -- |
| Feb 2009 | $67.7M | $65.9M | $1.9M | 5 | -- |
| Mar 2007 | $78.4M | $73.1M | $5.3M | 5 | -- |
| Mar 2006 | $66.3M | $61.1M | $5.1M | 5 | -- |
| Mar 2004 | $50.4M | $46.2M | $4.2M | 5 | -- |
| Mar 2002 | $45.2M | $43.4M | $1.7M | 5 | -- |
| Sep 2001 | $46.1M | $44.5M | $1.5M | 5 | -- |
DateJan 2025
Total AUM$251.8M
Discretionary$250.3M
Non-Disc.$1.5M
Employees4
Clients0
DateMar 2024
Total AUM$230.3M
Discretionary$226.8M
Non-Disc.$3.5M
Employees3
Clients0
DateFeb 2024
Total AUM$230.3M
Discretionary$226.8M
Non-Disc.$3.5M
Employees3
Clients0
DateAug 2023
Total AUM$215.8M
Discretionary$208.2M
Non-Disc.$7.5M
Employees3
Clients0
DateMar 2023
Total AUM$215.8M
Discretionary$208.2M
Non-Disc.$7.5M
Employees3
Clients0
DateMar 2022
Total AUM$223.8M
Discretionary$222.1M
Non-Disc.$1.7M
Employees3
Clients0
DateFeb 2021
Total AUM$193M
Discretionary$192.8M
Non-Disc.$210.7K
Employees3
Clients0
DateJun 2020
Total AUM$163.6M
Discretionary$163.4M
Non-Disc.$219.6K
Employees3
Clients0
DateMar 2020
Total AUM$163.6M
Discretionary$163.4M
Non-Disc.$219.6K
Employees3
Clients0
DateMar 2019
Total AUM$148.1M
Discretionary$147.8M
Non-Disc.$271K
Employees3
Clients0
DateMar 2018
Total AUM$150.5M
Discretionary$150.1M
Non-Disc.$379.4K
Employees3
Clients0
DateMar 2017
Total AUM$131.8M
Discretionary$131.4M
Non-Disc.$391.1K
Employees3
Clients116
DateMar 2016
Total AUM$126.7M
Discretionary$126.3M
Non-Disc.$368.9K
Employees3
Clients115
DateDec 2015
Total AUM$127M
Discretionary$126.6M
Non-Disc.$438.8K
Employees3
Clients121
DateMar 2015
Total AUM$127M
Discretionary$126.6M
Non-Disc.$438.8K
Employees3
Clients121
DateMar 2015
Total AUM$127M
Discretionary$126.6M
Non-Disc.$438.8K
Employees3
Clients121
DateMar 2014
Total AUM$111.1M
Discretionary$110.5M
Non-Disc.$526.4K
Employees3
Clients110
DateMar 2013
Total AUM$103.8M
Discretionary$103.3M
Non-Disc.$468.5K
Employees3
Clients103
DateNov 2012
Total AUM$93.4M
Discretionary$89.1M
Non-Disc.$4.3M
Employees3
Clients106
DateJun 2012
Total AUM$93.4M
Discretionary$89.1M
Non-Disc.$4.3M
Employees1
Clients106
DateMar 2012
Total AUM$93.4M
Discretionary$89.1M
Non-Disc.$4.3M
Employees1
Clients106
DateFeb 2012
Total AUM$75M
Discretionary$74.6M
Non-Disc.$462.1K
Employees1
Clients26
DateMar 2011
Total AUM$67.6M
Discretionary$67.1M
Non-Disc.$577.9K
Employees5
Clients--
DateJan 2010
Total AUM$61.9M
Discretionary$61.4M
Non-Disc.$592.4K
Employees5
Clients--
DateFeb 2009
Total AUM$67.7M
Discretionary$65.9M
Non-Disc.$1.9M
Employees5
Clients--
DateMar 2007
Total AUM$78.4M
Discretionary$73.1M
Non-Disc.$5.3M
Employees5
Clients--
DateMar 2006
Total AUM$66.3M
Discretionary$61.1M
Non-Disc.$5.1M
Employees5
Clients--
DateMar 2004
Total AUM$50.4M
Discretionary$46.2M
Non-Disc.$4.2M
Employees5
Clients--
DateMar 2002
Total AUM$45.2M
Discretionary$43.4M
Non-Disc.$1.7M
Employees5
Clients--
DateSep 2001
Total AUM$46.1M
Discretionary$44.5M
Non-Disc.$1.5M
Employees5
Clients--