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PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
CRD 282003 · SEC 801-110993
18867 N. THOMPSON PEAK PARKWAY, STE #225, SCOTTSDALE, AZ, 85255, United States
Phone
480-771-4301
Fax
480-771-4305
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$481.1M
Discretionary AUM
$478.8M
Team
6 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 570 | $152.4M |
| High net worth individuals | 119 | $294.3M |
| Pension/profit sharing plans | 6 | $8.1M |
| Charitable organizations | 1 | $2.0M |
| Corporations/business entities | 12 | $24.2M |
States served
AZ, CA, GA, ID, LA, MD, MI, MT, NE, NV, NY, NC, OK, OR, PA, TN, VA, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD