Peak Investments

Peak Investments (CRD# 115632) is a financial advisory firm headquartered in , . They manage $4,054,000 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $450,444
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • 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.

TX, WA

Financial Advisors at Peak Investments
Showing 1 - 1 of 1 top financial advisors.
1
Michael Moore, financial advisor Oak Harbor WA
Michael D. Moore
CRD#: 2095080
Oak Harbor, WA

Michael Moore (CRD# 2095080) is an Investment Advisor Representative working at Peak Investments in Oak Harbor, WA and has over 33 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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