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).

By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    279
    ACCOUNTS
  • Average Account Value
    $91,403
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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.

CA, PA, TX

Financial Advisors at Peak American Investment Advisors, Inc.
No Advisor Found.
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