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Peak Investment Advisors, Inc. CRD 113967
$235M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5825 Delmonico Drive Suite 310, Colorado Springs, CO 80919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-08 |
| FL | RA | APPROVED | 2025-12-08 |
Branch Locations
5825 Delmonico Drive Suite 310, Colorado Springs, CO 80919 • United States
Venice, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Peak Investment Advisors | Colorado Springs | CO | 11/1993 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-16 |
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