PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

RIASEC RegisteredEst. 2017

Total AUM

$481M

Discretionary

$479M

100% of AUM

Avg account

$357K

Accounts

1,348

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 282003
Registered since: August 22, 2017
Website: pinpeakpcg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI61.18%
Individuals31.68%
Corporations / Businesses5.04%
Pension & Profit Sharing Plans1.68%
Charitable Organizations0.42%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Pinnacle Peak Private Client Group, LLC is an independent RIA organized as an LLC and SEC-registered since 2017. The firm serves both individual and family clients as well as institutional relationships, and offers a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. It also operates as an insurance broker. Compensation models include asset-based fees, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not structured as a multi-state adviser or capital allocator.