CRD: 115632
Peak Investments
OAK Harbor, WA
8887954015
$6.1M Total AUM
$6.1M Disc. AUM
-- 3Y CAGR
1 Employees
8 ADV. Clients
29 yrs Firm Age
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- Custodian
- Altruist · Apex · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-04-1997
- Office Locations
- 1
Office Locations
-- OAK Harbor WA
About Peak Investments
Peak Investments is a OAK Harbor-based RIA. The firm has been operating for 29 years. Managing $6.1M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Apex. Services offered include Asset Management, Insurance, Legacy Planning.
Team overview
63 AVG AGE
$6.1M AVG AUM / ADVISOR
$759.9K AVG AUM / CLIENT
6.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
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Asset Classes
Timber catalyst Unison meridian
Client Personas
Insight optima
Investment Themes
Delta signal Ember
Investment Vehicles
Signal glacier
Services
Frontier Matrix North legacy Insight Peak Prime
Owner & Executives
M
MICHAEL DEAN MOORE
President, Vice President
- CRD
- #2095080
- Ownership
- 75% or more
(833) 537-5089
prime.momentum@embercapital.com
in linkedin.com/in/delta-unison
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,079,489 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,079,489 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,079,489
Equity - Exchange:
45.9% Public Funds:
34.6% Cash:
19.5% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,163,962,843 | 45.9% |
| Public Funds | $877,409,899 | 34.6% |
| Cash | $494,494,019 | 19.5% |
| Total | $2,535,866,761 | 100.0% |