← Back to searchVisit website
PEAK PLANNING GROUP, LLC
CRD 289891 · SEC 801-111771
5975 SOUTH QUEBEC STREET, SUITE 310, CENTENNIAL, CO, 80111, United States
Phone
303-991-0056
Fax
303-991-0058
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$710.0M
Discretionary AUM
$706.7M
Team
11 total employees; 7 advisory reps; 4 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 664 | $203.1M |
| High net worth individuals | 174 | $505.1M |
States served
AZ, AR, CA, CO, GA, IL, MT, NE, NJ, NY, NC, OR, SC, TN, VA, WA, TX, HI, FL
All web addresses on file
Official SEC filing: View on IAPD