Peak Financial Management Inc.
Peak Financial Management Inc. (CRD# 110559) is a financial advisory firm headquartered in Wellesley, MA. They manage $404,735,183 in 1,477 accounts and serve the financial needs of clients across 8 states (or territories).
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Total Assets Under Management405MILLION
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Total Number of Accounts1,477ACCOUNTS
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Average Account Value$274,025
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, ME, NH, NJ, NY, TX
Christopher Gaffney (CRD# 2896156) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 26 years of experience in the finance industry.
Robert Roselli (CRD# 2463285) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 30 years of experience in the finance industry.
Jeffrey Smith (CRD# 4163198) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 24 years of experience in the finance industry.
Shaun Thompson (CRD# 5414525) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.
Neel Tiku (CRD# 6031243) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 12 years of experience in the finance industry.
Pran Tiku (CRD# 1272864) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 39 years of experience in the finance industry.
Roberto Pandolfi (CRD# 7200273) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 4 years of experience in the finance industry.