PEAK INVESTMENT ADVISORS, INC.
CRD #117875 SEC #801-125943 GERMANTOWN, MD 240-361-2700
SEC Registered Disclosures
Total AUM
$80.7M
Discretionary
$69.7M
Employees
2
Clients
11
Accounts
277
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| Jun 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| May 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| May 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| Jan 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| Jan 2023 | $80.7M | $69.7M | $11M | 2 | 0 |
| Jul 2022 | $114.8M | $88.4M | $26.4M | 4 | 0 |
| May 2022 | $114.8M | $88.4M | $26.4M | 4 | 0 |
DateSep 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateJun 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateMay 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateMay 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateJan 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateJan 2023
Total AUM$80.7M
Discretionary$69.7M
Non-Disc.$11M
Employees2
Clients0
DateJul 2022
Total AUM$114.8M
Discretionary$88.4M
Non-Disc.$26.4M
Employees4
Clients0
DateMay 2022
Total AUM$114.8M
Discretionary$88.4M
Non-Disc.$26.4M
Employees4
Clients0