Green Peaks Planning
Green Peaks Planning (CRD# 319207) is a financial advisory firm headquartered in , . They manage $13,701,450 in 163 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Green Peaks Planning
By the Numbers
-
Total Assets Under Management14MILLION
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Total Number of Accounts163ACCOUNTS
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Average Account Value$84,058
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Green Peaks Planning
1
Bret Hoffman (CRD# 5619349) is an Investment Advisor Representative working at Green Peaks Planning in Surprise, AZ and has over 15 years of experience in the finance industry.
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