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Peak Retirement Planning, Inc.

● SEC registered since 2024CRD 317592SEC# 801-130337Columbus, OH
Export (members)
Reg. AUM
$416.4M
Employees
21
Accounts
2,940
Location
Columbus, OH

Peak Retirement Planning, Inc. assets under management

Peak Retirement Planning, Inc. is an SEC-registered investment adviser based in Columbus, OH. The firm has been registered since 2024. It reports $416.4 million in regulatory assets under management and employs 21 people.
www.facebook.com/peak-retirement-planning-inc-111615534737309View on SEC.gov ↗

Peak Retirement Planning, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Jr. Joseph Francis Schmitz ControlCeo / CcoOver 75%2022

Frequently asked questions

How much does Peak Retirement Planning, Inc. manage?

Peak Retirement Planning, Inc. reports $416.4 million in regulatory assets under management on its Form ADV.

How many employees does Peak Retirement Planning, Inc. have?

Peak Retirement Planning, Inc. reports 21 employees.

Where is Peak Retirement Planning, Inc. located?

Peak Retirement Planning, Inc. is based in Columbus, OH and has been SEC-registered since 2024.

Does Peak Retirement Planning, Inc. disclose fund performance?

Peak Retirement Planning, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3600 Olentangy River Road, Building 501, Columbus, OH 43214
Phone(614) 500-4121
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$416.4M
Non-discretionary$0
Total (RAUM)$416.4M