PEAK FINANCIAL MANAGEMENT, INC.
CRD #281223 SEC #801-134603 BROOMFIELD, CO (303) 255-2252
SEC Registered
Total AUM
$106M
Discretionary
$106M
Employees
4
Clients
101
Accounts
157
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $106M | $106M | $0 | 4 | 0 |
DateSep 2025
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees4
Clients0