Overview
Assets Under Management: $93 million
Headquarters: CANOGA PARK, CA
High-Net-Worth Clients: 37
Average Client Assets: $1.9 million
Frequently Asked Questions
PEAK FINANCIAL PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #317288), PEAK FINANCIAL PLANNING is subject to fiduciary duty under federal law.
PEAK FINANCIAL PLANNING is headquartered in CANOGA PARK, CA.
PEAK FINANCIAL PLANNING serves 37 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, PEAK FINANCIAL PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
PEAK FINANCIAL PLANNING manages $93 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, PEAK FINANCIAL PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 37
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.66%
Average Client Assets: $1.9 million
Total Client Accounts: 300
Discretionary Accounts: 300
Regulatory Filings
CRD Number: 317288
Filing ID: 2083991
Last Filing Date: 2026-03-26 15:29:58