Peak American Investment Advisors, Inc.

EST. AUM
$162,050,631

CONTACTS
5

CLIENT ACCOUNTS
700

Firm Details

Metro area Dallas
CRD Number 145056
Website peakamericanfinancial.com
Client types

Overview

Peak American Financial, headquartered in Plano, Texas, is a fee-based wealth management and RIA-style firm serving successful individuals with a blend of proprietary investment strategies and income planning. With over 30 years of experience, the firm emphasizes a high-touch, white-glove service model under its “PEAKperformance” philosophy, offering tailored solutions in financial planning, retirement, trust and estate, life insurance, and tax strategy, all grounded in clarity, reliability, and long-term confidence-building

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Peak American Investment Advisors, Inc.

Platform Details

Investment Preferences

Alternative Activity

Address

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