# PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING of CANOGA PARK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 317288
- Type: SEC-registered investment adviser
- SEC file number: 801-135890
- Location: 21201 VICTORY BLVD, CANOGA PARK, CA, 91303
- Phone: (818) 600-6099
- Latest filing: 2026-08-03
- Regulatory AUM: $93.0M
- Discretionary AUM: $93.0M
- Clients: 8
- Accounts: 300

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Eric Amzalag | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF EXECUTOR OFFICER; OWNER (+1 more) | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/317288/brochure
- Similar advisers: https://search.stillhousedata.com/firm/317288/similar
- Related entities: https://search.stillhousedata.com/firm/317288/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/317288

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.