Grizzly Peak Group LLC

Grizzly Peak Group LLC (CRD# 149761) is a financial advisory firm headquartered in Oakland, CA. They manage $5,500,000 in 11 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    11
    ACCOUNTS
  • Average Account Value
    $500,000
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Grizzly Peak Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Teslim I. Ikharo
CRD#: 5762537
1300 Clay Street, Suite 600, Oakland, CA 94612
93
Wealthminder
score

Teslim Ikharo (CRD# 5762537) is an Investment Advisor Representative working at Grizzly Peak Group LLC in Oakland, CA and has over 8 years of experience in the finance industry.

2
Dmitrii M. Lechtchinski
CRD#: 5710638
Menlo Park, CA
93
Wealthminder
score

Dmitrii Lechtchinski (CRD# 5710638) is an Investment Advisor Representative working at Grizzly Peak Group LLC in Menlo Park, CA and has over 8 years of experience in the finance industry.

3
Abbas R. Eftekhari
CRD#: 2450008
Oakland, CA
83
Wealthminder
score

Abbas Eftekhari (CRD# 2450008) is an Investment Advisor Representative working at Grizzly Peak Group LLC in Oakland, CA and has over 10 years of experience in the finance industry.

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