PEAK PLANNING GROUP, LLC
SEC Form ADV profile.
Total regulatory AUM
$709,995,204
Discretionary
$706,668,743
Non-discretionary
$3,326,461
Firm details
- CRD number
- 289891
- SEC file number
- 801-111771
- Main office
- CENTENNIAL, CO, United States
- Employees
- 11
- SEC status
- Approved
- Website
- HTTP://WWW.PEAKPLAN.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.