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PEAK Financial Consulting
PEAK FINANCIAL CONSULTING, INC. is an SEC-registered investment adviser in Bloomington, MN, registered since 2025. The firm manages approximately $132...
Overview
PEAK FINANCIAL CONSULTING, INC. is an SEC-registered investment adviser in Bloomington, MN, registered since 2025. The firm manages approximately $132 million in regulatory assets. It employs 2 employees and 2 investment advisers.
General information
Firm type
Asset Manager
Frequently asked questions
Who leads investment decisions at PEAK Financial Consulting?
No principals or investment committee members have been identified through public record. The firm has not named a CEO, CIO, or managing partner in any accessible filing or publication.
Does PEAK Financial Consulting participate in fund commitments or direct deals?
No fund commitments, direct investments, or co-investments linked to this entity have surfaced in public disclosures, LP meeting minutes, or industry deal reporting. The firm's transactional history remains entirely opaque.
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