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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-29-2017
- Office Locations
- 6
Office Locations
About Peak Planning Group, LLC
Peak Planning Group, LLC is a Centennial, CO RIA providing long-term investment management alongside insurance and comprehensive financial planning for families, retirees, and business owners. The team emphasizes continuity across generations (serving clients since 1990) and builds portfolios using a mix of public funds and ETFs, with a focus on asset allocation, risk management, and tax-efficient strategies. Custody includes Charles Schwab & Co.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
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Owner & Executives
LOUIS PETER PATIERNO JR
Investment Advisor, Managing Member
- CRD
- #2142525
- Ownership
- 75% or more
SCOTT CHELOOTZ
PARTNER
- CRD
- --
- Ownership
- 10% but less than 25%
Momentum delta
Value bridge
- CRD
- #84656
- Ownership
- 34.4%
Showing 2 of 4 owners & executives
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Allison De Graaf
--
- CRD
- #8231827
DAVID LEE HALL
Financial Advisor
- CRD
- #3029826
Horizon north
Unison quantum
- CRD
- #36539
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $706,668,743 | $299,436 |
| Non-Discretionary | $3,326,461 | $1,108,820 |
| Total | $709,995,204 | $300,463 |
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Separately Managed Accounts
Total SMA Asset: $709,995,204
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,036,523,720 | 25.0% |
| Equity - Exchange | $1,604,780,691 | 19.7% |
| Private Funds | $2,060,962,004 | 25.3% |
| Cash | $2,443,828,464 | 30.0% |
| Total | $8,146,094,879 | 100.0% |