Investment adviser · CRD 107918

PEAK INVESTMENT MANAGEMENT, LTD

Investment adviser filing (IA)

PEAK INVESTMENT MANAGEMENT, LTD.

MISSOULA, MT, United States · Form ADV filed Feb 10, 2016

Regulatory AUM
$207M
Form ADV · Item 5.F
Client accounts
98
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Feb 10, 2016. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

111 NORTH HIGGINS AVENUE, SUITE 200
MISSOULA, MT, 59802, United States

CRD 107918

Filing source

Form ADV 978053 · Feb 10, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.