Peak Financial Management Inc

CRD 110559 · Wellesley, MA · $534.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 110559
SEC number: 801-39737
Firm type: RIA
Assets under management: $534.4M as of Jun 12, 2026
Website: x.com/peakfine1?lang=en ↗
Phone: (781) 487-9500
Address: 93 Worcester Street, Wellesley, MA, 02481

Advisors at this firm

7 in our index · page 1 of 1

Christopher Karl GaffneyCRD 2896156 · Wellesley, MA

IA Registered
Roberto Mario PandolfiCRD 7200273 · Wellesley, MA

IA Registered
Robert Stephen RoselliCRD 2463285 · Wellesley, MA

IA RegisteredRegistration inactive
Jeffrey Charles SmithCRD 4163198 · Wellesley, MA

IA Registered
Shaun Patrick ThompsonCRD 5414525 · Wellesley, MA

IA Registered
Neel K. TikuCRD 6031243 · Wellesley, MA

IA Registered
Pran Nath TikuCRD 1272864 · Naples, FL

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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