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PEAK FINANCIAL SERVICES, INC.
PEAK FINANCIAL SERVICES, INC.
NORTHBOROUGH, Massachusetts
·
1 registered advisor
·
CRD# 282186
SEC# 801-120945
0
508-351-9775
01
Firm Overview
AUM
$151M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at PEAK FINANCIAL SERVICES, INC.
1 registered advisor
Kevin Michael Obrien
NORTHBOROUGH, Massachusetts
CRD# 1866397
05
Office Locations
NORTHBOROUGH, Massachusetts
1 advisor
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Data sourced from SEC Form ADV filings. PEAK FINANCIAL SERVICES, INC. (CRD# 282186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.