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Home > Retirement Planners > colorado > centennial > PEAK PLANNING GROUP, LLC
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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|---|---|---|---|
| $239,345,489,058 | 6602 | 978 | |
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