Peak Capital Management

Peak Capital Management (CRD# 144600) is a financial advisory firm headquartered in Jensen Beach, FL. They manage $10,281,249 in 147 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    10
    MILLION
  • Total Number of Accounts
    147
    ACCOUNTS
  • Average Account Value
    $69,940
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Peak Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald M. Burleigh
CRD#: 4307228
953 Ne Jensen Bch Blvd, Jensen Beach, FL 34957
63
Wealthminder
score

Donald Burleigh (CRD# 4307228) is an Investment Advisor Representative working at Peak Capital Management in Jensen Beach, FL and has over 9 years of experience in the finance industry.

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