CENTER PEAK FINANCIAL

Overview

Center Peak Financial is an independent registered investment advisor operating as a limited liability company that serves individual, family and institutional clients. The firm’s advisory menu centers on financial planning, portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements are flexible — percentage of AUM, hourly and fixed-fee engagements are used depending on the client and scope of work. Investment activity is dominated by pooled public vehicles: the firm reports a strong tilt to public funds and mutual funds, which make up the bulk of invested assets. Center Peak Financial manages mostly discretionary relationships, signaling they typically implement and rebalance portfolios on behalf of clients rather than acting in a purely consultative capacity. The firm is not an active ESG investor and does not identify as a multi-state adviser or a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices