GREEN PEAKS PLANNING

GREEN PEAKS PLANNING is an SEC-registered investment adviser (CRD 319207). Regulatory assets under management: $46.1M.

Registration

• CRD: 319207
• Type: Registered investment adviser
• Phone: 623-256-7167
• Latest filing: 2026-04-30
• Regulatory AUM: $46.1M
• Discretionary AUM: $46.1M
• Clients: 3
• Accounts: 109

Business model

Compensation: % of AUM, Hourly, Fixed.

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 319207 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search