OAK PEAK FINANCIAL
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 226668
- Website
- oakpeakfinancial.egnyte.com
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.07%
- Individuals21.93%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Oak Peak Financial operates as a sole proprietorship and is registered as an independent registered investment advisor serving individuals and families. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its typical billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. Oak Peak does not present itself as an ESG-focused or multi-state adviser and is not structured as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds72%
- Exchange Traded Equities19%
- Cash & Cash Equivalents6%
- State & Local Bonds2%
Contacts
1 of 1KEVIN MARTIN
PrincipalCRD 6511099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 750 Menlo Ave
- Time zone
- PT (UTC-8)
- Office locations
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