CRD: 305739
Four Peaks Planning AND Investments LLC
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- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Catalyst vital
- Established Date
- 11-06-2019
- Office Locations
- 1
Office Locations
About Four Peaks Planning AND Investments LLC
Four Peaks Planning and Investments, LLC is an independent, fiduciary planning and investment firm serving individuals, families, and business owners. The team provides unbiased, personalized guidance across financial planning and portfolio management, with a focus on ETF and public-fund implementation. A notable offering is a strategic partnership for estate planning deliverables (e.g., living trust and related documents), plus client education through firm events.
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Investment Themes
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Owner & Executives
IAN MICHAEL RODGERS
Chief Compliance Officer, Financial Planner, Managing Member
- CRD
- #4765261
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $56,000,000 | -- |
| Non-Discretionary | $4,000,000 | -- |
| Total | $60,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $60,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,343,317,205 | 44.3% |
| Equity - Exchange | $966,014,904 | 12.8% |
| Cash | $1,456,569,347 | 19.3% |
| Corporate - Non-Investment Grade | $1,781,089,978 | 23.6% |
| Total | $7,546,991,434 | 100.0% |