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FOUR PEAKS PLANNING AND INVESTMENTS LLC
CRD 305739
1760 E PECOS RD SUITE 347, GILBERT, AZ, 85295, United States
Phone
480-553-7710
Fax
480-553-7071
Registration
— (—)
Source
State registered
Total AUM
$60.0M
Discretionary AUM
$56.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 366 | $51.0M |
| High net worth individuals | 10 | $9.0M |
All web addresses on file
Official SEC filing: View on IAPD