PEAK AMERICAN INVESTMENT ADVISORS, INC.
CRD #145056 SEC #801-133891 PLANO, TX 800-513-3243
SEC Registered
Total AUM
$100.4M
Discretionary
$100.4M
Employees
13
Clients
251
Accounts
567
Firm Details
- Organization Type
- Corporation
- State of Formation
- Texas
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Oct 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Dunn, Lori, Anne | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY | NA | |
| Dunn, Lori, Anne | I | DIRECTOR, CHIEF COMPLIANCE OFFICER, SECRETARY | NA | |
| MCINTYRE, MATTHEW, WADE | I | PRESIDENT | NA | Control |
| MCINTYRE, MATTHEW, WADE | I | PRESIDENT | NA | Control |
| PEAK AMERICAN FINANCIAL COMPANIES | DE | PARENT COMPANY | E | Control |
| PEAK AMERICAN FINANCIAL COMPANIES | DE | PARENT COMPANY | E | Control |
Registrations
Federal
IA
Oct 2, 2025 REGISTERED
Notice Filings (3)
CA PA TX
Address
2400 DALLAS PARKWAYSTE 100
PLANO, TX 75093
United States
Phone: 800-513-3243