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Building 2PEAK RETIREMENT PLANNING, INC.

Map pinCOLUMBUS, OH
Phone(614) 500-4121
NotebookSEC #801-130337
Total AUM
$631M
Employees
22
Clients
910

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3600 OLENTANGY RIVER ROAD
BUILDING 501
COLUMBUS
OH 43214
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(614) 500-4121
Other Offices
1

ReceiptFinancials

Total AUM
$631M
Accounts
3,675
Discretionary
$631M
Accounts
3,675
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
565
AUM
$153.8M
HNW Individual Clients
345
AUM
$477.2M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCACOFLGAILINKSLAMAMDMIMNMONCNENVNYOHOKPATNTXVAWAWI

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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