Company Overview
- Headquarters
- 20 William Street Suite 135, Wellesley MA
- Website
- peak-financial.com
- lu****@peak-financial.com
- Phone
- (781) 487-****
- Employees
- 10
- Founded in
- 1991
- Industry
- Investment Bank/Securities Brokerage
- NAICS Codes
-
52 - Finance and Insurance522 - Credit Intermediation and Related Activities523 - Securities, Commodity Contracts, and Other Financial Investments and Related Activities5239 - Other Financial Investment Activities
- SIC Codes
-
62 - Security and Commodity Brokers, Dealers, Exchanges, and Services628 - Services Allied With The Exchange of Securities Or Commodities73 - Business Services738 - Miscellaneous Business Services
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 |