PEAK PLANNING GROUP, LLC

CENTENNIAL, Colorado·2 registered advisors·CRD# 289891
SEC# 801-1117712303-991-0056
01

Firm Overview

AUM
$272M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PEAK PLANNING GROUP, LLC

2 registered advisors
Louis Peter Patierno
CENTENNIAL, Colorado
CFPChFC
Spencer Wynant
CENTENNIAL, Colorado
CFP
05

Office Locations

CENTENNIAL, Colorado
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. PEAK PLANNING GROUP, LLC (CRD# 289891) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.