PEAK RETIREMENT PLANNING, INC.
SEC Form ADV profile.
Total regulatory AUM
$631,022,251
Discretionary
$631,022,251
Non-discretionary
$0
Firm details
- CRD number
- 317592
- SEC file number
- 801-130337
- Main office
- COLUMBUS, OH, United States
- Employees
- 22
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.