Be advised. This firm is no longer registered.

Peak Investment Management, Ltd

Peak Investment Management, Ltd (CRD# 107918) is a financial advisory firm headquartered in Missoula, MT. They manage $207,479,924 in 98 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
111 North Higgins Avenue, Suite 200, Missoula, MT 59802
http://www.peakinvestment.com
By the Numbers
  • Total Assets Under Management
    207
    MILLION
  • Total Number of Accounts
    98
    ACCOUNTS
  • Average Account Value
    $2,117,142
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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.

MT, VA, VT

Financial Advisors at Peak Investment Management, Ltd
No Advisor Found.

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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