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CENTER PEAK FINANCIAL
CENTER PEAK FINANCIAL SERVICES, LLC
CRD 335440
5011 SOUTHPARK DRIVE, SUITE 240, DURHAM, NC, 27713, United States
Phone
9192673567
Fax
9193417202
Registration
— (—)
Source
State registered
Total AUM
$65.5M
Discretionary AUM
$60.6M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 95 | $34.2M |
| High net worth individuals | 19 | $30.7M |
| Corporations/business entities | 1 | $557K |
All web addresses on file
Official SEC filing: View on IAPD