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PEAK FINANCIAL GUIDANCE LLC

CRD 305485

Visit website

6312 S FIDDLERS GREEN CIRCLE, SUITE 300E, GREENWOOD VILLAGE, CO, 80111, United States

Phone

(303) 667-5117

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$88.5M

Discretionary AUM

$88.5M

Team

4 total employees; 4 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals181$41.8M
High net worth individuals28$46.7M

All web addresses on file

Official SEC filing: View on IAPD