Oak Peak Financial

Oak Peak Financial (CRD# 226668) is a financial advisory firm headquartered in Menlo Park, CA. They manage $14,747,701 in 53 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
750 Menlo Avenue, Suite 250, Menlo Park, CA 94025
https://linkedin.com
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $278,259
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Oak Peak Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin Martin, financial advisor Menlo Park CA
Kevin B. Martin
CRD#: 6511099
750 Menlo Avenue, Suite 250, Menlo Park, CA 94025

Kevin Martin (CRD# 6511099) is an Investment Advisor Representative working at Oak Peak Financial in Menlo Park, CA and has over 9 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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