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Building 2PEAK FINANCIAL PLANNING

Map pinCANOGA PARK, CA
Phone(818) 600-6099
NotebookSEC #801-135890
Total AUM
$93M
Employees
7
Clients
82

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21201 VICTORY BLVD
SUITE 215
CANOGA PARK
CA 91303
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(818) 600-6099
Other Offices
3

ReceiptFinancials

Total AUM
$93M
Accounts
300
Discretionary
$93M
Accounts
300
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
45
AUM
$24.5M
HNW Individual Clients
37
AUM
$68.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLPATXUT

HandshakeAffiliates

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

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