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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Legacy harborVector +more
- Established Date
- 04-06-2022
- Office Locations
- 3
Office Locations
About Green Peaks Planning
Green Peaks Planning is a fiduciary wealth management and financial planning firm serving individuals and families with custom, holistic plans covering tax-advantaged retirement strategies (including Roth planning), 401(k) rollovers, estate and legacy planning, and protection planning. Portfolios emphasize liquid vehicles such as ETFs and public funds, with custody through firms like Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Bret T Hoffman
Chief Compliance Officer, Financial Advisor, Founder
- CRD
- #5619349
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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LOGAN Mitchell HAUSCHILD
Financial Advisor
- CRD
- #8083212
Brian David Laurie
--
- CRD
- #6800187
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,094,651 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,094,651 | -- |
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Separately Managed Accounts
Total SMA Asset: $46,094,651
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $662,135,081 | 15.0% |
| Public Funds | $759,248,226 | 17.2% |
| Cash | $1,006,445,322 | 22.8% |
| Derivatives | $1,986,405,241 | 45.0% |
| Total | $4,414,233,870 | 100.0% |