Peak Retirement Planning, Inc., OH — Investment Adviser | BuildTrust

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PEAK RETIREMENT PLANNING, INC.

Investment AdviceCOLUMBUS, OH

Assets Under Management

$242.5M

Total AUM

Donut chart: Discretionary 242.5M
Category	Value
Discretionary	242.5M

Adviser Information

Field	Value
CRD Number	317592
SEC Number	801-130337
Street Address	3600 OLENTANGY RIVER ROAD
Street Address 2	BUILDING 501
Location	COLUMBUS, OH 43214
Country	United States
Phone	(614) 500-4121
Total Employees	27

Client Count by Type (485 Total)

Horizontal bar chart: Individuals (other than H… 345, High Net Worth Individual… 140
Category	Value
Individuals (other than H…	345
High Net Worth Individual…	140