Unclaimed Profile

Erik D Lassila

PEAKVIEW CAPITAL MANAGEMENT CO.·PALO ALTO, California

Clean recordPEAKVIEW CAPITAL MANAGEMENT CO.

540 UNIVERSITY AVE, PALO ALTO, CA 94301CRD# 6047447Firm CRD# 287567

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Erik D Lassila · PALO ALTO, CA

Registration

CRD #6047447 · PEAKVIEW CAPITAL MANAGEMENT CO.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Erik D Lassila is a registered financial advisor based in PALO ALTO, California, affiliated with PEAKVIEW CAPITAL MANAGEMENT CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

PEAKVIEW CAPITAL MANAGEMENT CO.

PEAKVIEW CAPITAL

AUM

$664M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PEAKVIEW CAPITAL MANAGEMENT CO. →

Services

Pension consulting

Background

Compensation

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 6047447

Firm CRD# 287567

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Erik D Lassila offer?

Erik D Lassila specializes in Retirement Planning. Contact their office in PALO ALTO, California for a consultation.

What are Erik D Lassila's credentials?

Erik D Lassila is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Erik D Lassila located?

Erik D Lassila is based in PALO ALTO, California, working with PEAKVIEW CAPITAL MANAGEMENT CO.. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.

How does Erik D Lassila charge for services?

Erik D Lassila's firm is compensated through subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PEAKVIEW CAPITAL MANAGEMENT CO.?

PEAKVIEW CAPITAL MANAGEMENT CO. has approximately 6 employees and manages $664M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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