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PEAK INVESTMENT ADVISORS, INC.
PEAK INVESTMENT ADVISORS, INC.
GERMANTOWN, Maryland
·
2 registered advisors
·
CRD# 117875
SEC# 801-125943
0
240-361-2700
01
Firm Overview
AUM
$81M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Other: PORTION OF FEES CHARGED BY THIRD-PARTY INVESTMENT ADVISORS
03
Specialties
Investment Management
Wealth Management
04
Advisors at PEAK INVESTMENT ADVISORS, INC.
2 registered advisors
Brett Adam Friedman
GERMANTOWN, Maryland
CRD# 5033484
Sean Everett Falk
GERMANTOWN, Maryland
CRD# 2961005
05
Office Locations
GERMANTOWN, Maryland
2 advisors
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Data sourced from SEC Form ADV filings. PEAK INVESTMENT ADVISORS, INC. (CRD# 117875) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.