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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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