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).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $260,000
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
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 Oak Peak Financial
Showing 1 - 1 of 1 top financial advisors.
1
Kevin B. Martin
CRD#: 6511099
540 University Avenue, Suite 300, Palo Alto, CA 94301
88
Wealthminder
score

Kevin Martin (CRD# 6511099) is an Investment Advisor Representative working at Oak Peak Financial in Palo Alto, CA and has 1 year of experience in the finance industry.

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