PEAKLINE PARTNERS, LLC

444 W. Lake Street
Suite 4700
Chicago, Illinois 60606
Tel: 312-429-2400

About PEAKLINE PARTNERS, LLC

PEAKLINE PARTNERS, LLC, formally registered with the SEC as PEAKLINE PARTNERS, LLC. The firm was established in 01/10/2020. They have over 1 offices throughout the country.

PEAKLINE PARTNERS, LLC is a Chicago, Illinois based Financial Planning firm with nearly $2,267,722,510 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306449
SEC#	801-117914
Assets Managed by Firm	$2,267,722,510
No. of Clients	47
No. of Advisors	40

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$2,267,722,510

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