Investment adviser · CRD 134846

PEAK INVESTMENT SOLUTIONS, LLC

Investment adviser filing (IA)

ROSEVILLE, CA, United States · Form ADV filed Jun 25, 2012

Regulatory AUM
$35.1M
Form ADV · Item 5.F
Client accounts
245
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

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: Jun 25, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets

Principal office

1508 EUREKA ROAD, SUITE 180
ROSEVILLE, CA, 95661, United States

CRD 134846

Filing source

Form ADV 655167 · Jun 25, 2012 · 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.