Peak Investment Advisors, Inc.

Peak Investment Advisors, Inc. (CRD# 117875) is a financial advisory firm headquartered in Germantown, MD. They manage $81,116,961 in 235 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
13216 Executive Park Terrace, Germantown, MD 20874
http://www.peakiateam.com
By the Numbers
  • Total Assets Under Management
    81
    MILLION
  • Total Number of Accounts
    235
    ACCOUNTS
  • Average Account Value
    $345,179
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

DE, FL, MD, TX, VA

Financial Advisors at Peak Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Sean Falk, financial advisor Germantown MD
Sean E. Falk
CRD#: 2961005
13216 Executive Park Terrace, Germantown, MD 20874

Sean Falk (CRD# 2961005) is an Investment Advisor Representative working at Peak Investment Advisors, Inc. in Germantown, MD and has over 25 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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