Peak Planning Group, LLC
Peak Planning Group, LLC (CRD# 289891) is a financial advisory firm headquartered in Centennial, CO. They manage $272,196,442 in 1,107 accounts and serve the financial needs of clients across 11 states (or territories).
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Total Assets Under Management272MILLION
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Total Number of Accounts1,107ACCOUNTS
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Average Account Value$245,887
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, CO, FL, HI, NC, NY, OR, TX, WA
David Hall (CRD# 3029826) is an Investment Advisor Representative working at Peak Planning Group, LLC in Hilo, HI and has over 26 years of experience in the finance industry.
Louis Patierno (CRD# 2142525) is an Investment Advisor Representative working at Peak Planning Group, LLC in Centennial, CO and has over 32 years of experience in the finance industry.
Spencer Wynant (CRD# 5745915) is an Investment Advisor Representative working at Peak Planning Group, LLC in Centennial, CO and has over 13 years of experience in the finance industry.