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| Happy Holidays!! thanks for using AUM13F!! |
| Peak Planning Group LLC
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| CRD # | 289891 |
| SEC # | 801-111771 |
| CIK # | |
| AUM | $650.9 M (2025-04-07) |
| Employees | 10 (50% Investors, 0% Brokers) |
| Phone | 303-991-0056 |
| Address | 5975 South Quebec Street Centennial, CO 80111 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 509 | 125.6 |
| (b) Individuals (high net worth individuals) | 208 | 523.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,086 | 650.9 |
| By Discretionary | ||
| Discretionary | 2,084 | 647.9 |
| Non-Discretionary | 2 | 3.0 |
| Total | 2,086 | 650.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.3 | |
| United States Persons | 648.7 | |
| Total | 2,086 | 650.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Stevens Foster Financial Services Inc
✚
|
MN | 0.7 |
|
Invex Advisors LLC
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|
FL | 0.7 |
|
Kaydan Wealth Management Inc
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MI | 0.7 |
|
Pacific Capital Wealth Advisors Inc
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|
CA | 0.7 |
|
Eichner Investment Planning LLC
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|
OH | 0.7 |
|
One8Zero8 LLC
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|
NC | 0.7 |
|
Blue Fin Capital Inc
✚
|
RI | 0.7 |
|
Moller Wealth Partners Inc
✚
|
IL | 0.7 |
|
Searle & Co
✚
|
CT | 0.6 |
|
Navpoint Financial Inc
✚
|
MN | 0.6 |