PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

18867 N. Thompson Peak Parkway
Ste #225
Scottsdale, Arizona 85255
Tel: 480-771-4301

About PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC, formally registered with the SEC as PINNACLE PEAK PRIVATE CLIENT GROUP, LLC. The firm was established in 08/22/2017. They have over 2 offices throughout the country.

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $397,498,624 assets under management, offering retirement planning & investment advisory services to 1301 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	282003
SEC#	801-110993
Assets Managed by Firm	$397,498,624
No. of Clients	1301
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1301	$397,498,624
Individuals (other than high net worth individuals)	480	$140,034,755
High net worth individuals	112	$227,409,385
Pension and profit sharing plans	8	$8,308,569
Charitable organizations	2	$2,016,582
Corporations or other businesses	10	$19,729,333

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