Oak Peak Financial
Oak Peak Financial (CRD# 226668) is a financial advisory firm headquartered in Palo Alto, CA. They manage $1,300,000 in 5 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management1MILLION
Total Number of Accounts5ACCOUNTS
Average Account Value$260,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Kevin Martin (CRD# 6511099) is an Investment Advisor Representative working at Oak Peak Financial in Palo Alto, CA and has over 2 years of experience in the finance industry.