PEAKVIEW CAPITAL

525 Middlefield Road
Suite 230
Menlo Park, California 94025
Tel: 1 650-321-6600

About PEAKVIEW CAPITAL

PEAKVIEW CAPITAL, formally registered with the SEC as PEAKVIEW CAPITAL. The firm was established in 01/23/2023. They have over 1 offices throughout the country.

PEAKVIEW CAPITAL is a Menlo Park, California based Financial Planning firm with nearly $530,808,612 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	305663
SEC#	801-127248
Assets Managed by Firm	$530,808,612
No. of Clients	9
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	9	$530,808,612

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