FOUR PEAKS PLANNING AND INVESTMENTS LLC

FOUR PEAKS PLANNING AND INVESTMENTS LLC of GILBERT, AZ is an SEC-registered investment adviser (CRD 305739). Regulatory assets under management: $60.0M.

Registration

• CRD: 305739
• Type: Registered investment adviser
• Location: 1760 E PECOS RD SUITE 347, GILBERT, AZ, 85295
• Phone: 480-553-7710
• Latest filing: 2026-03-27
• Regulatory AUM: $60.0M
• Discretionary AUM: $56.0M
• Non-discretionary AUM: $4.0M
• Clients: 1
• Accounts: 391

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305739 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search