PEAK FINANCIAL PLANNING, LLC
Doing business as PEAK FINANCIAL PLANNING. SEC Form ADV profile.
Total regulatory AUM
$93,000,000
Discretionary
$93,000,000
Non-discretionary
$0
Firm details
- CRD number
- 317288
- SEC file number
- 801-135890
- Main office
- CANOGA PARK, CA, United States
- Employees
- 8
- SEC status
- Approved
- Website
- https://www.thepeakfp.com/
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.