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Building 2PEAK PLANNING GROUP, LLC

Map pinCENTENNIAL, CO
Phone303-991-0056
NotebookSEC #801-111771
Total AUM
$710M
Employees
11
Clients
840

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5975 SOUTH QUEBEC STREET
SUITE 310
CENTENNIAL
CO 80111
United States
Operating Hours
7:30 AM TO 5 PM
Monday - Friday
Phone
303-991-0056
Other Offices
4

ReceiptFinancials

Total AUM
$710M
Accounts
2,363
Discretionary
$706.7M
Accounts
2,360
Non-Discretionary
$3.3M
Accounts
3

ContactClients

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Individual Clients
664
AUM
$203.1M
HNW Individual Clients
174
AUM
$505.1M
Pension/Profit Sharing Plan Clients
1
AUM
$1.5M
Charitable Organization Clients
1
AUM
$378.4K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOFLGAHIILMTNCNENJNYORSCTNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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