Pinnacle Peak Private Client Group, LLC is a large advisory firm based in Scottsdale. It manages $121.84 million of regulatory assets for 636 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Arizona, California, Florida, and 6 other states.
Pinnacle Peak Private Client Group provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pinnacle Peak Private Client Group, LLC is $121.84 million. The firm's AUM has grown by 217% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Pinnacle Peak Private Client Group, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Pinnacle Peak Private Client Group is individuals with 589 clients and $72.91 million of assets under management. Among the 9 most similar advisory firms, Pinnacle Peak Private Client Group has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $121.84 million for 626 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Pinnacle Peak Private Client Group doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pinnacle Peak Private Client Group, LLC performs its advisory services is located at 18867 N. Thompson Peak Parkway, Scottsdale, AZ 85255, which is also the mailing address of the firm. An additional office of the firm is in Roswell, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 480-771-4301 or by fax 480-771-4305. The normal business hours are 8:00am - 4:00pm on Monday - Friday. You can find more information about the New York firm at pinpeakpcg.com.