PEAK INVESTMENT SOLUTIONS, LLC
CRD #134846 SEC #801-64263 ROSEVILLE, CA 916-772-5022
SEC Registered
Total AUM
$35.1M
Discretionary
$34M
Employees
1
Clients
--
Accounts
245
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $35.1M | $34M | $1M | 1 | 26 |
| Jun 2012 | $35.1M | $34M | $1M | 1 | 26 |
| Feb 2012 | $35.1M | $34M | $1M | 1 | 26 |
| Jul 2010 | $37.7M | $36.1M | $1.5M | 5 | -- |
| Feb 2009 | $49.9M | $46.4M | $3.4M | 5 | -- |
| Feb 2009 | $49.9M | $46.4M | $3.4M | 5 | -- |
| Feb 2007 | $53.6M | $23.8M | $29.8M | 5 | -- |
| Mar 2006 | $37.1M | $16.2M | $21M | 5 | -- |
| May 2005 | $33.7M | $0 | $33.7M | 5 | -- |
DateJun 2012
Total AUM$35.1M
Discretionary$34M
Non-Disc.$1M
Employees1
Clients26
DateJun 2012
Total AUM$35.1M
Discretionary$34M
Non-Disc.$1M
Employees1
Clients26
DateFeb 2012
Total AUM$35.1M
Discretionary$34M
Non-Disc.$1M
Employees1
Clients26
DateJul 2010
Total AUM$37.7M
Discretionary$36.1M
Non-Disc.$1.5M
Employees5
Clients--
DateFeb 2009
Total AUM$49.9M
Discretionary$46.4M
Non-Disc.$3.4M
Employees5
Clients--
DateFeb 2009
Total AUM$49.9M
Discretionary$46.4M
Non-Disc.$3.4M
Employees5
Clients--
DateFeb 2007
Total AUM$53.6M
Discretionary$23.8M
Non-Disc.$29.8M
Employees5
Clients--
DateMar 2006
Total AUM$37.1M
Discretionary$16.2M
Non-Disc.$21M
Employees5
Clients--
DateMay 2005
Total AUM$33.7M
Discretionary$0
Non-Disc.$33.7M
Employees5
Clients--