PEAK PLANNING GROUP, LLC

5975 South Quebec Street
Suite 310
Centennial, Colorado 80111
Tel: 303-991-0056

About PEAK PLANNING GROUP, LLC

PEAK PLANNING GROUP, LLC, formally registered with the SEC as PEAK PLANNING GROUP, LLC. The firm was established in 09/29/2017. They have over 3 offices throughout the country.

PEAK PLANNING GROUP, LLC is a Centennial, Colorado based Financial Planning firm with nearly $272,196,442 assets under management, offering retirement planning & investment advisory services to 1107 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289891
SEC#	801-111771
Assets Managed by Firm	$272,196,442
No. of Clients	1107
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	1107	$272,196,442
Individuals (other than high net worth individuals)	353	$162,071,543
High net worth individuals	97	$108,414,689
Charitable organizations	2	$1,710,210

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