Neel K. Tiku
Investment adviser representative at Peak Financial Management Inc
19 yearsExperience
2 statesRegistered in
$534.4MFirm assets
35 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Peak Financial Management IncNov 2007 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Peak Financial Management Inc
$534.4MAssets managed
353Clients
7Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6031243
- Firm CRD
- 110559