Peak American Investment Advisors, Inc.
Peak American Investment Advisors, Inc. (CRD# 145056) is a financial advisory firm headquartered in Plano, TX. They manage $25,501,376 in 279 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management26MILLION
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Total Number of Accounts279ACCOUNTS
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Average Account Value$91,403
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, PA, TX
John Andruska (CRD# 860632) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 16 years of experience in the finance industry.
James Bassett (CRD# 6445839) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Grand Prairie, TX and has over 9 years of experience in the finance industry.
Matthew McIntyre (CRD# 5414253) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 7 years of experience in the finance industry.
John Congdon (CRD# 7282860) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.
Lori Dunn (CRD# 7062383) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 4 years of experience in the finance industry.
John Gacesa (CRD# 7371048) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Kutztown, PA and has over 3 years of experience in the finance industry.
Matthew Hepburn (CRD# 7153118) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 4 years of experience in the finance industry.
Braiden Simpson (CRD# 7607493) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 2 years of experience in the finance industry.
Robert Williams (CRD# 7272897) is an Investment Advisor Representative working at Peak American Investment Advisors, Inc. in Plano, TX and has over 3 years of experience in the finance industry.