Financial Peak

Financial Peak (CRD# 318061) is a financial advisory firm headquartered in , . They manage $8,670,000 in 47 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.financialpeak.us
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    47
    ACCOUNTS
  • Average Account Value
    $184,468
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Financial Peak
Showing 1 - 1 of 1 top financial advisors.
1
Ira Zito, financial advisor Agoura Hills CA
Ira C. Zito
CRD#: 2621037
Agoura Hills, CA

Ira Zito (CRD# 2621037) is an Investment Advisor Representative working at Financial Peak in Agoura Hills, CA and has over 26 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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