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
By the Numbers
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Total Assets Under Management63MILLION
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Total Number of Accounts377ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TX
Financial Advisors at Peak Capital Management
1
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.
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