Company Overview
- Headquarters
- 20 William Street Suite 135, Wellesley MA
- Website
- peak-financial.com
- lu****@peak-financial.com
- Phone
- (781) 487-9500
- Employees
- 10
- Founded in
- 1991
- Industry
- Investment Bank/Securities Brokerage
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 CompaniesNAICS Code 5239 CompaniesNAICS Code 522 Companies
- SIC Code
-
SIC Code 738 CompaniesSIC Code 62 CompaniesSIC Code 628 CompaniesSIC Code 73 Companies
Financials & Stats
Revenue
$1B
Who is Peak Financial Management Inc
Peak Financial Management Inc. is a privately held company based in Wellesley, Massachusetts. They employ 10 individuals. Peak Financial Management Inc. is a fee-only registered investment advisor providing wealth management plans tailored to individual clients' needs. Peak Financial Management Inc. prides itself on building close personal relationships with their clients, emphasizing personalized service and acting as a trusted advisor, offering guidance not only on investment strategies but also serving as a resource for advice and support during challenging times. Peak Financial Management can be reached online at peak-financial.com.
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| Company Name | Revenue | Number of Employees | Location | Founded in |
|---|---|---|---|---|
| 1M | 5 | Portland, ME | 1958 | |
| 1M | 3 | New York, NY | 2017 | |
| 1M | 5 | |||
| 1M | 11 | 2015 | ||
| 1M | 7 | New York, NY | 2001 |