PEAK AMERICAN INVESTMENT ADVISORS, INC.
  • PEAK AMERICAN INVESTMENT ADVISORS, INC.
  • PURITAN WEALTH MANAGEMENT GROUP
  • PURITAN INVESTMENT ADVISORS, INC.
  • PTF INVESTMENT ADVISORS, INC.

Adviser Profile

As of Date 07/19/2025
Registration status Registration Changed to PEAK AMERICAN INVESTMENT ADVISORS, INC.
ADV Location PLANO, TX, United States
Contact Info 800 xxxxxxx
Websites
AUM* 100,382,397 29%
of that, discretionary 100,382,397 29%
Number of Employees 13 -7%
of those in investment advisory functions 11 -21%
Private Fund GAV* 0
Avg Account Size 177,041 -4%
% High Net Worth 2.71% -54%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

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

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees