PEAK PLANNING GROUP, LLC

PEAK PLANNING GROUP, LLC of CENTENNIAL, CO is an SEC-registered investment adviser (CRD 289891). Regulatory assets under management: $710.0M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (6)

NameRoleLocation
Louis Peter PatiernoMANAGING MEMBER; MANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Spencer WynantPARTNER
Scott ChelootzPARTNER
PATIERNO LOUIS PETERMANAGING MEMBER, CHIEF COMPLIANCE OFFICER
Wynant SpencerPARTNER
David Duane WrenchCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER

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