PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SCOTTSDALE, Arizona·3 registered advisors·CRD# 282003
SEC# 801-1109931480-771-4301
01

Firm Overview

AUM
$338M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

3 registered advisors
Brian Patrick Jack
SCOTTSDALE, Arizona
Matthew Joseph Figueroa
SCOTTSDALE, Arizona
Teresa Flores
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
3 advisors

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Data sourced from SEC Form ADV filings. PINNACLE PEAK PRIVATE CLIENT GROUP, LLC (CRD# 282003) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.