PEAK FINANCIAL MANAGEMENT, INC.

Overview

Peak Financial Management, Inc. is an independent registered investment adviser that serves both individuals and institutions with a mix of financial planning and portfolio management. The firm runs on a fee model that includes a percentage of assets under management plus options for hourly or fixed-fee engagements, and it delivers discretionary portfolio management across client accounts. Peak’s stated allocation preference is toward equities, with a significant portion of client assets held in exchange-traded securities and managed through separately managed accounts and pooled vehicles. The firm is not positioned as an active ESG investor and does not report multi‑state adviser status. Advisory activity centers on comprehensive financial planning and tailored portfolio management for individuals, small businesses and institutional clients. The firm relies heavily on custodied solutions and third‑party products, and it appears to prioritize liquid, publicly traded instruments for core exposures while supplementing portfolios with real estate allocations through external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices