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Building 2PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Map pinSCOTTSDALE, AZ
Phone480-771-4301
NotebookSEC #801-110993
Total AUM
$481.1M
Employees
6
Clients
708

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
18867 N. THOMPSON PEAK PARKWAY
STE #225
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
480-771-4301
Other Offices
1

ReceiptFinancials

Total AUM
$481.1M
Accounts
1,348
Discretionary
$478.8M
Accounts
1,345
Non-Discretionary
$2.3M
Accounts
3

ContactClients

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Individual Clients
570
AUM
$152.4M
HNW Individual Clients
119
AUM
$294.3M
Pension/Profit Sharing Plan Clients
6
AUM
$8.1M
Charitable Organization Clients
1
AUM
$2M
Corporation or Business Clients
12
AUM
$24.2M

Briefcase businessServices

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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
AZCAFLGAIDLAMDMIMTNCNENHNVNYOKORPATNTXVAWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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