|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Peak Financial Consulting Inc
✚
|
|
|---|---|
| CRD # | 291860 |
| SEC # | 801-132854 |
| CIK # | |
| AUM | $110.2 M (2025-06-02) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 952-303-8200 |
| Address | 1650 West 82nd Street Bloomington, MN 55431 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 316 | 58.4 |
| (b) Individuals (high net worth individuals) | 40 | 51.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 716 | 110.2 |
| By Discretionary | ||
| Discretionary | 716 | 110.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 716 | 110.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 110.2 | |
| Total | 716 | 110.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Independent Progressive Advisors LLC
✚
|
OR | 0.1 |
|
Trifound Advisory LLC
✚
|
MI | 0.1 |
|
White Oak Financial Management Inc
✚
|
NC | 0.1 |
|
East Rock Financial Services LLC
✚
|
0.1 | |
|
GRP Financial Services LLC
✚
|
ME | 0.1 |
|
Frisco Financial Planning LLC
✚
|
0.1 | |
|
Hinsdale Associates Inc
✚
|
IL | 0.1 |
|
Wolfgang Capital LLC
✚
|
CA | 0.1 |
|
Bolt Financial Group Inc
✚
|
OH | 0.1 |
|
OMNI Financial LLC
✚
|
WI | 0.1 |