Peak Capital Management

Peak Capital Management (CRD# 144600) is a financial advisory firm headquartered in Stuart, FL. They manage $63,170,009 in 377 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
750 Se Indian St., Stuart, FL 34997
http://peakcapitalmanagement.net/
By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    377
    ACCOUNTS
  • Average Account Value
    $167,560
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
The map below shows states where this firm has explicit registration only.

FL, TX

Financial Advisors at Peak Capital Management
Showing 1 - 1 of 1 top financial advisors.
1
Donald Burleigh, financial advisor Stuart FL
Donald M. Burleigh
CRD#: 4307228
750 Se Indian St., Stuart, FL 34997

Donald Burleigh (CRD# 4307228) is an Investment Advisor Representative working at Peak Capital Management in Stuart, FL and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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