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Peter Mallouk's two-year $50-billion AUM surge at his Kansas RIA exceeded even his expectations, causing him to hit the ceiling--literally--at his shiny office complex

Creative Planning jumped from $50 billion AUM to $100 billion of AUM and the CEO and owner says the firm added 350 people and is nearly out of space at its giant headquarters

Author Lisa Shidler November 8, 2021 at 11:24 PM
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Peter Mallouk: Our inability to ever get our space right is proof that what's happening has been unexpected.

Peter Mallouk



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October 16, 2020 at 7:49 PM


Mentioned in this article:

Creative Planning
RIA Serving Other RIAs
Top Executive: Peter Mallouk, JD, MBA, CFP®



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