PEAK FINANCIAL MANAGEMENT INC

WELLESLEY, Massachusetts·4 registered advisors·CRD# 110559
SEC# 801-397379(781) 487-9500
01

Firm Overview

AUM
$405M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEAK FINANCIAL MANAGEMENT INC

4 registered advisors
Christopher Karl Gaffney
WELLESLEY, Massachusetts
Neel Tiku
WELLESLEY, Massachusetts
Pran Nath Tiku
WELLESLEY, Massachusetts
Shaun Patrick Thompson
WELLESLEY, Massachusetts
05

Office Locations

WELLESLEY, Massachusetts
4 advisors

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Data sourced from SEC Form ADV filings. PEAK FINANCIAL MANAGEMENT INC (CRD# 110559) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.