RIA Intelligence

PEAK FINANCIAL CONSULTING, INC.

CRD #291860 SEC #801-132854 BLOOMINGTON, MN 952-303-8200
SEC Registered
Total AUM
$110.2M
Discretionary
$110.2M
Employees
2
Clients
101
Accounts
716

AUM Over Time

DateJun 2025
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients0
DateApr 2025
Total AUM$110.2M
Discretionary$110.2M
Non-Disc.$0
Employees2
Clients0