Adviser Profile
| As of Date | 09/29/2023 |
| Registration status | Registration Changed to PEAK INVESTMENT ADVISORS, INC. |
| ADV Location | GERMANTOWN, MD, United States |
| Contact Info | 240 xxxxxxx |
| Websites |
| AUM* | 80,740,512 |
| of that, discretionary | 69,729,088 |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 360,449 |
| % High Net Worth | 18.90% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
88M
76M
63M
50M
38M
25M
13M
2022
2023
Private Funds
No private funds