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Brett Adam Friedman

PEAK INVESTMENT ADVISORS, INC.·GERMANTOWN, Maryland
Unclaimed Profile
13216 EXECUTIVE PARK TERRACE, GERMANTOWN, MD 20874CRD# 5033484Firm CRD# 117875
01

About

Brett Adam Friedman is a registered financial advisor based in GERMANTOWN, Maryland, affiliated with PEAK INVESTMENT ADVISORS, INC.. This profile is generated from public SEC and FINRA registration data.

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Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
PEAK INVESTMENT ADVISORS, INC.
PEAK INVESTMENT ADVISORS, INC.
AUM
$81M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PEAK INVESTMENT ADVISORS, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
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Background

Compensation
Percentage of AUM
Other: PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
Regulatory
SEC/IARD CRD# 5033484
Firm CRD# 117875
6 disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Brett Adam Friedman offer?
Brett Adam Friedman specializes in Investment Management, Wealth Management. Contact their office in GERMANTOWN, Maryland for a consultation.
What are Brett Adam Friedman's credentials?
Brett Adam Friedman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brett Adam Friedman located?
Brett Adam Friedman is based in GERMANTOWN, Maryland, working with PEAK INVESTMENT ADVISORS, INC.. Their office serves clients in the GERMANTOWN metropolitan area and surrounding communities.
How does Brett Adam Friedman charge for services?
Brett Adam Friedman's firm is compensated through percentage of aum, other: portion of fees charged by third-party investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PEAK INVESTMENT ADVISORS, INC.?
PEAK INVESTMENT ADVISORS, INC. has approximately 2 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GERMANTOWN
Jeffrey Wayne Yeakle — MY WEALTH MANAGEMENT, INC.Sean Everett Falk — PEAK INVESTMENT ADVISORS, INC.Melissa Lynn Price — MY WEALTH MANAGEMENT, INC.
Nearby cities in Maryland
BETHESDA (414)BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)
City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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