Neel TikuCRD Number: 6031243
Current Firm: Peak Financial Management Inc.
Neel Tiku (CRD# 6031243) is an Investment Advisor Representative working at Peak Financial Management Inc. in Waltham, MA and has over 6 years of experience in the finance industry.
Walnut Hill Advisors, LLC
Advanced Portfolio Design, LLC
|Peak Financial Management||Waltham, MA||Nov 2007 - Current||10|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2011|
Total Assets Under Management330MILLIONS
Total Number of Accounts1,071ACCOUNTS
Average Account Value$308,235
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, TX