$102.7M Total AUM
$100.4M Disc. AUM
-- 3Y CAGR
2 Employees
114 ADV. Clients
20 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- HarborBeacon crest +more
- Established Date
- 06-07-2006
- Office Locations
- 1
Office Locations
13216 Executive Park Terrace Germantown MD
About Peak Investment Advisors, Inc.
Peak Investment Advisors is a Maryland-based boutique RIA serving individual investors and organizations with integrated financial planning and portfolio management, including tax-aware planning and insurance coordination. The firm uses a top-down, trend-driven approach and builds portfolios primarily with ETFs and mutual funds, custodied at Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$102.7M AVG AUM / ADVISOR
$900.8K AVG AUM / CLIENT
20.1 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
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Asset Classes
Pioneer wave Vital Glacier Quantum Eagle
Custodian
Harbor zenith
Investment Themes
Horizon peak Quantum
Investment Vehicles
Legacy
Services
Delta vertex Peak value Oak Vertex Delta Alpha
Technology
Summit Ember Bridge wave
Owner & Executives
SEAN EVERETT FALK
Investment Advisor Representative
- CRD
- #2961005
- Ownership
- 75% or more
(325) 490-5611
atlas.zenith@deltacapital.com
in linkedin.com/in/legacy-vector
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $100,373,509 | $311,291 |
| Non-Discretionary | $2,312,476 | $207,763 |
| Total | $102,685,985 | $291,482 |
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Separately Managed Accounts
Total SMA Asset: $102,685,985
Equity - Exchange:
10.2% Public Funds:
28.3% Cash:
30.1% U.S. Government/Agency:
31.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $343,256,918 | 10.2% |
| Public Funds | $952,369,685 | 28.3% |
| Cash | $1,012,944,435 | 30.1% |
| U.S. Government/Agency | $1,056,692,865 | 31.4% |
| Total | $3,365,263,903 | 100.0% |