Peak Investments

Peak Investments (CRD# 115632) is a financial advisory firm headquartered in Brenham, TX. They manage $1,790,034 in 7 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $255,719
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

TX, WA

Financial Advisors at Peak Investments
Showing 1 - 1 of 1 top financial advisors.
1
Christopher M. Moore
CRD#: 5760759
105 East Main Street, Suite 200a, Brenham, TX 77833
103
Wealthminder
score

Christopher Moore (CRD# 5760759) is an Investment Advisor Representative working at Peak Investments in Brenham, TX and has over 5 years of experience in the finance industry. Christopher Moore 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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