Peak Financial Management Inc.

Peak Financial Management Inc. (CRD# 110559) is a financial advisory firm headquartered in Wellesley, MA. They manage $404,735,183 in 1,477 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
93 Worcester Street, Suite 101, Wellesley, MA 02481
http://www.peak-financial.com/
By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    1,477
    ACCOUNTS
  • Average Account Value
    $274,025
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NH, NJ, NY, TX

Financial Advisors at Peak Financial Management Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Christopher Gaffney, financial advisor Wellesley MA
Christopher K. Gaffney
CRD#: 2896156
93 Worcester Street, Suite 101, Wellesley, MA 02481

Christopher Gaffney (CRD# 2896156) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 26 years of experience in the finance industry.

2
Robert Roselli, financial advisor Wellesley MA
Robert S. Roselli
CRD#: 2463285
93 Worcester Street, Suite 101, Wellesley, MA 02481

Robert Roselli (CRD# 2463285) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 29 years of experience in the finance industry.

3
Jeffrey Smith, financial advisor Wellesley MA
Jeffrey C. Smith
CRD#: 4163198
93 Worcester Street, Suite 101, Wellesley, MA 02481

Jeffrey Smith (CRD# 4163198) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 23 years of experience in the finance industry.

4
Shaun Thompson, financial advisor Wellesley MA
Shaun P. Thompson
CRD#: 5414525
93 Worcester Street, Suite 101, Wellesley, MA 02481

Shaun Thompson (CRD# 5414525) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 16 years of experience in the finance industry.

5
Neel Tiku, financial advisor Wellesley MA
Neel Tiku
CRD#: 6031243
93 Worcester Street, Suite 101, Wellesley, MA 02481

Neel Tiku (CRD# 6031243) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 12 years of experience in the finance industry.

6
Pran Tiku, financial advisor Naples FL
Pran N. Tiku
CRD#: 1272864
Naples, FL

Pran Tiku (CRD# 1272864) is an Investment Advisor Representative working at Peak Financial Management Inc. in Naples, FL and has over 39 years of experience in the finance industry.

7
Roberto Pandolfi, financial advisor Wellesley MA
Roberto M. Pandolfi
CRD#: 7200273
93 Worcester Street, Suite 101, Wellesley, MA 02481

Roberto Pandolfi (CRD# 7200273) is an Investment Advisor Representative working at Peak Financial Management Inc. in Wellesley, MA and has over 4 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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