PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
Total AUM
$481.1M
Employees
6Clients
708Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
18867 N. THOMPSON PEAK PARKWAY
STE #225
SCOTTSDALE
AZ 85255
United States
STE #225
SCOTTSDALE
AZ 85255
United States
Operating Hours
8:00AM - 4:00PM
Monday - Friday
Monday - Friday
Phone
480-771-4301
Other Offices
1
Financials
Total AUM
$481.1M
Accounts
1,348Discretionary
$478.8M
Accounts
1,345Non-Discretionary
$2.3M
Accounts
3
Clients
Individual Clients
570AUM
$152.4M
HNW Individual Clients
119AUM
$294.3M
Pension/Profit Sharing Plan Clients
6AUM
$8.1M
Charitable Organization Clients
1AUM
$2M
Corporation or Business Clients
12AUM
$24.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCAFLGAIDLAMDMIMTNCNENHNVNYOKORPATNTXVAWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.