PEAKVIEW CAPITAL MANAGEMENT CO.

PEAKVIEW CAPITAL
3 registered advisors·CRD# 287567
SEC# 801-1177630650-321-6600
01

Firm Overview

AUM
$664M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at PEAKVIEW CAPITAL MANAGEMENT CO.

3 registered advisors
Erik D Lassila
PALO ALTO, California
Wenbo Xu
PALO ALTO, California
Zhiqiang Peng
PALO ALTO, California
05

Office Locations

PALO ALTO, California
3 advisors

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Data sourced from SEC Form ADV filings. PEAKVIEW CAPITAL MANAGEMENT CO. (CRD# 287567) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.