Peak Financial Management Inc
Legal Name: PEAK FINANCIAL MANAGEMENT INC
20 WILLIAM STREET, SUITE 135, WELLESLEY, MA
781-487-9500
http://www.peak-financial.com
Frequently Asked Questions (FAQ)
Full Contact Details
Peak Financial Management Inc
20 WILLIAM STREET, SUITE 135, WELLESLEY, MA
781-487-9500
781-487-9501
Other Info
Peak Financial Management Inc, a Massachusetts-based corporation, employs a team of 10 professionals, half of which serve in advisory roles. While the number of clients the firm serves remains unknown, it maintains its SEC-approved status since its registration date in August 1991.
Peak Financial Management | We see the difference.
You’re one-of-a-kind. So are your family, your career, and your hopes for the future. At Peak Financial, we’re excited to learn about what separates you from…
Direct Owners
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CHRISTOPHER KARL GAFFNEY
VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
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NEEL TIKU
SENIOR RELATIONSHIP ADVISOR owns more than 10% but less than 25%
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PRAN NATH TIKU
PRESIDENT owns 75% or more
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
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Effectiveness Date:
Aug 1, 2019
- VANGUARD INDEX FDS TOTAL STK MKT $21,788k
- INVESCO EXCHANGE TRADED FD T $14,163k
- VANGUARD INDEX FDS S&P 500 ETF SHS $14,037k
- SPDR INDEX SHS FDS $13,582k
- ISHARES TR MIN VOL EAFE ETF $12,909k
- SCHWAB STRATEGIC TR $12,381k
- ISHARES TR CORE US AGGBD ET $9,192k
- Schwab US Tips ETF (SCHP) $7,961k
- SCHWAB STRATEGIC TR US MID-CAP ETF $6,895k
- VanEck Vectors International High Yield Bond ETF $6,690k