PEAK PLANNING GROUP, LLC
CRD #289891 SEC #801-111771 CENTENNIAL, CO 303-991-0056
SEC Registered
Total AUM
$650.9M
Discretionary
$647.9M
Employees
10
Clients
251
Accounts
2,086
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 2, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| PATIERNO, LOUIS, PETER | I | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| CHELOOTZ, SCOTT | I | PARTNER | B | |
| CHELOOTZ, SCOTT | I | PARTNER | B | |
| CHELOOTZ, SCOTT | I | PARTNER | B | |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
| Wynant, Spencer | I | PARTNER | B | Control |
Registrations
Federal
IA
Apr 2, 2025 REGISTERED
Notice Filings (16)
AR AZ CA CO FL GA HI NC NJ NY OR SC TN TX VA WA
Address
5975 SOUTH QUEBEC STREETSUITE 310
CENTENNIAL, CO 80111
United States
Phone: 303-991-0056