Pinnacle Peak Private Client Group, LLC
Pinnacle Peak Private Client Group, LLC (CRD# 282003) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $338,443,295 in 1,140 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management338MILLION
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Total Number of Accounts1,140ACCOUNTS
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Average Account Value$296,880
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, FL, GA, ID, LA, MD, MI, MT, NC, NE, NH, NV, NY, OK, OR, PA, TN, TX, VA, WA
Charles Burns (CRD# 4559340) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Roswell, GA and has over 8 years of experience in the finance industry.
Matthew Figueroa (CRD# 3121253) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Teresa Flores (CRD# 2686520) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.
Brian Jack (CRD# 2569773) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Tanner Welch (CRD# 6677646) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.