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Building 2PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Map pinSCOTTSDALE, AZ
Phone480-771-4301
NotebookSEC #801-107121
Total AUM
$38.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18835 N. THOMPSON PEAK PARKWAY
SUITE C-204
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
480-771-4301

ReceiptFinancials

Total AUM
$38.4M
Accounts
273
Discretionary
$38.4M
Accounts
273
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZ

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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