PEAK FINANCIAL PLANNING

PEAK FINANCIAL PLANNING of CANOGA PARK, CA is an SEC-registered investment adviser (CRD 317288). Regulatory assets under management: $93.0M.

Registration

• CRD: 317288
• SEC file number: 801-135890
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 317288 on SEC IAPD (source of record)
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