PEAK PLANNING GROUP, LLC
Firm details
- Headquarters
- CENTENNIAL, Colorado
- CRD number
- 289891
- Registered since
- September 29, 2017
- Website
- peakplan.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.14%
- Individuals28.6%
- Pension & Profit Sharing Plans0.21%
- Charitable Organizations0.05%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Peak Planning Group, LLC is an independent, SEC-registered investment adviser organized as an LLC and operating since 2017. Ownership is held by an individual and the firm focuses on serving individual and family clients, offering financial planning and portfolio management services for individuals and small businesses. Its fee arrangements include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The firm reports that it does not position itself as an active ESG investor and does not identify as a pension consultant or a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 Funds48%
- Exchange Traded Equities47%
- Private Funds3%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1DAVID WRENCH
Chief Operating OfficerCRD 5564614
Contacts
3 of 8Jessica Scott
Financial AdvisorCRD 7521361
SUSANNA ROBINSON
Senior Financial AdvisorCRD 4289290
Allison De Graaf
ParaplannerCRD 8231827
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 68Active vs passive
$226M in ETFs
79%
$180M
21%
$46.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $41.9M | 64,215 | 18.53% |
Location
CENTENNIAL, CO
ARAPAHOE
Location
CENTENNIAL, CO
Headquartered in CENTENNIAL, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- ARAPAHOE
- Address
- 5975 S Quebec St
- Time zone
- MT (UTC-7)
- Office locations
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