Grizzly Peak Group LLC
Grizzly Peak Group LLC (CRD# 149761) is a financial advisory firm headquartered in Oakland, CA. They manage $2,320,163 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management2MILLION
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$464,033
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Grizzly Peak Group LLC
No Advisor Found.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.