Peak Investment Advisors, Inc.

Peak Investment Advisors, Inc. (CRD# 117875) is a financial advisory firm headquartered in Gaithersburg, MD. They manage $53,921,396 in 398 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    398
    ACCOUNTS
  • Average Account Value
    $135,481
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Pension consulting services
  • 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.

DC, FL, MD, TX, VA

Financial Advisors at Peak Investment Advisors, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Brett A. Friedman
CRD#: 5033484
100 Lakeforest Blvd., Suite 650, Gaithersburg, MD 20877
96
Wealthminder
score

Brett Friedman (CRD# 5033484) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Gaithersburg, MD and has over 10 years of experience in the finance industry. Brett Friedman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Allen P. Deleon
CRD#: 4402739
100 Lakeforest Blvd., Suite 650, Gaithersburg, MD 20877
93
Wealthminder
score

Allen Deleon (CRD# 4402739) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Gaithersburg, MD and has over 17 years of experience in the finance industry.

3
Richard C. Stang
CRD#: 3023898
100 Lakeforest Blvd., Suite 650, Gaithersburg, MD 20877
93
Wealthminder
score

Richard Stang (CRD# 3023898) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry.

4
Daniel G. Falk
CRD#: 2986569
100 Lakeforest Blvd., Suite 650, Gaithersburg, MD 20877
48
Wealthminder
score

Daniel Falk (CRD# 2986569) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Gaithersburg, MD and has over 19 years of experience in the finance industry.

5
Sean E. Falk
CRD#: 2961005
100 Lakeforest Blvd., Suite 650, Gaithersburg, MD 20877
28
Wealthminder
score

Sean Falk (CRD# 2961005) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Gaithersburg, MD and has over 18 years of experience in the finance industry.

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