| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Anne Dunn | Director, Chief Compliance Officer, Secretary | Under 5% | 2020 |
| Matthew Wade McIntyre Control | President | Under 5% | 2021 |
| Peak American Financial Companies Control | Parent Company | Over 75% | 2019 |
Peak American Investment Advisors, Inc. reports $100.4 million in regulatory assets under management on its Form ADV.
Peak American Investment Advisors, Inc. reports 13 employees.
Peak American Investment Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2025.
Peak American Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2400 Dallas Parkway, Ste 100, Plano, TX 75093 |
| Phone | 972-212-9292 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $100.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $100.4M |