PEAK FINANCIAL SERVICES, INC.
CRD #282186 SEC #801-120945 NORTHBOROUGH, MA 508-351-9775
SEC Registered
Total AUM
$150.5M
Discretionary
$150.5M
Employees
2
Clients
101
Accounts
520
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2024 | $150.5M | $150.5M | $0 | 2 | 0 |
| Feb 2023 | $125.8M | $125.8M | $0 | 2 | 0 |
| Jan 2023 | $124.5M | $124.5M | $0 | 2 | 0 |
| Feb 2022 | $124.5M | $124.5M | $0 | 2 | 0 |
| Feb 2022 | $118.9M | $118.9M | $0 | 2 | 0 |
| Oct 2021 | $118.9M | $118.9M | $0 | 2 | 0 |
| Jul 2021 | $118.9M | $118.9M | $0 | 2 | 0 |
| Apr 2021 | $118.9M | $118.9M | $0 | 2 | 0 |
| Mar 2021 | $118.9M | $118.9M | $0 | 2 | 0 |
DateFeb 2024
Total AUM$150.5M
Discretionary$150.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$125.8M
Discretionary$125.8M
Non-Disc.$0
Employees2
Clients0
DateJan 2023
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$124.5M
Discretionary$124.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0
DateOct 2021
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0
DateJul 2021
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees2
Clients0