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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Investment Advisors Inc
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| CRD # | 113967 |
| SEC # | 801-130549 |
| CIK # | 0001843309 |
| AUM | $139.6 M (2025-03-20) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 719-260-6475 |
| Address | 5825 Delmonico Drive Colorado Springs, CO 80919 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 16.3 | ||
| Costco Wholesale Corp /NEW | 5.4 | ||
| Netflix Inc | 4.5 | ||
| Amazon Com Inc | 4.1 | ||
| American Express Co | 3.3 | ||
| Apple Inc | 3.2 | ||
| Wal Mart Stores Inc | 3.0 | ||
| 3M Co | 2.7 | ||
| Canadian Natural Resources Ltd | 2.7 | ||
| F5 Networks Inc | 2.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 21 | 9.9 |
| (b) Individuals (high net worth individuals) | 16 | 126.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 196 | 139.6 |
| By Discretionary | ||
| Discretionary | 193 | 103.4 |
| Non-Discretionary | 3 | 36.2 |
| Total | 196 | 139.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 139.6 | |
| Total | 196 | 139.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001843309] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
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Belmont Private Wealth
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0.1 | |
|
Avail Investment Partners LLC
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|
PA | 0.1 |
|
Spyglass Investment Management Corporation
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IN | 0.1 |
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Oxford Capital Management Inc
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VA | 0.1 |
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Financial Consultants Group Inc
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GA | 0.1 |
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Gilbert Capital Group Inc
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0.1 | |
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Mark Bell Advisory Services Inc
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IL | 0.1 |
|
Eagle Harbor Asset Management Inc
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0.1 | |
|
Pointer Financial Advisors LLC
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|
MD | 0.1 |
|
Strivus Wealth Partners LLC
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|
FL | 0.1 |