Peak Financial Management, Inc.

Peak Financial Management, Inc. (CRD# 281223) is a financial advisory firm headquartered in Broomfield, CO. They manage $76,713,943 in 404 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
10901 W. 120th Avenue, Suite 135, Broomfield, CO 80021
http://www.peakfinancialmanagement.com
By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    404
    ACCOUNTS
  • Average Account Value
    $189,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at Peak Financial Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Wolverton, financial advisor Broomfield CO
Nicholas J. Wolverton
CRD#: 6547199
10901 W. 120th Avenue, Suite 135, Broomfield, CO 80021

Nicholas Wolverton (CRD# 6547199) is an Investment Advisor Representative working at Peak Financial Management, Inc. in Broomfield, CO and has over 8 years of experience in the finance industry.

2
Ty Johnson, financial advisor Broomfield CO
Ty W. Johnson
CRD#: 7347673
10901 W. 120th Avenue, Suite 135, Broomfield, CO 80021

Ty Johnson (CRD# 7347673) is an Investment Advisor Representative working at Peak Financial Management, Inc. in Broomfield, CO and has over 3 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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