CRD: 291860
Peak Financial Consulting, Inc.
$132.3M Total AUM
$132.3M Disc. AUM
-- 3Y CAGR
2 Employees
371 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท LPL Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-29-2018
- Office Locations
- 1
Office Locations
1650 West 82nd Street Suite 870 Bloomington MN
About Peak Financial Consulting, Inc.
Peak Financial Consulting, Inc. is a Bloomington, MN-based RIA focused on goal-based retirement planning and investment management. The team builds custom, data-driven portfolios designed for long-term, diversified growth, and also supports clients with estate and insurance planning. For distribution partners, the firm operates in the retail channel and custody relationships include Charles Schwab.
Team overview
74 AVG AGE
$66.1M AVG AUM / ADVISOR
$356.5K AVG AUM / CLIENT
8.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DONALD WALTER DROEGEMUELLER
Chief Compliance Officer, President
- CRD
- #5420529
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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F
FORD CHRISTOPHER DROEGEMUELLER
Financial Advisor
- CRD
- #2117678
Available
Available
Available
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Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $132,271,141 | $356,526 |
| Non-Discretionary | $0 | -- |
| Total | $132,271,141 | $356,526 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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