PEAK FINANCIAL MANAGEMENT, INC.
  • PEAK FINANCIAL MANAGEMENT, INC.
  • AIGUILLE FINANCIAL ADVISORS, INC.

Adviser Profile

As of Date 02/13/2026
Registration SEC, Approved, 11/18/2025
Other registrations (4)
Former registrations

PEAK FINANCIAL MANAGEMENT, INC.

ADV Location BROOMFIELD, CO, United States
Contact Info (30 xxxxxxx
Websites
AUM* 109,420,824
of that, discretionary 109,420,824
Number of Employees 4
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 701,416
% High Net Worth 14.88%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

109M 94M 78M 63M 47M 31M 16M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees