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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Peak Private Client Group LLC
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| CRD # | 282003 |
| SEC # | 801-110993 |
| CIK # | |
| AUM | $397.5 M (2025-03-04) |
| Employees | 6 (67% Investors, 67% Brokers) |
| Phone | 480-771-4301 |
| Address | 18867 N Thompson Peak Parkway Scottsdale, AZ 85255 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 480 | 140.0 |
| (b) Individuals (high net worth individuals) | 112 | 227.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 8.3 |
| (h) Charitable organizations | 2 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 10 | 19.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,301 | 397.5 |
| By Discretionary | ||
| Discretionary | 1,295 | 394.9 |
| Non-Discretionary | 6 | 2.6 |
| Total | 1,301 | 397.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 397.5 | |
| Total | 1,301 | 397.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bruce & Co Inc
✚
|
IL | 0.4 |
|
MRWM Advisors LLC
✚
|
TN | 0.4 |
|
Instrumental Wealth LLC
✚
|
FL | 0.4 |
|
US Financial Advisors LLC
✚
|
MA | 0.4 |
|
Register Financial Advisors LLC
✚
|
GA | 0.4 |
|
Capital Management Services Inc
✚
|
PA | 0.4 |
|
Beacon Global Advisor Network LLC
✚
|
GA | 0.4 |
|
Reedmark Advisors LLC
✚
|
NJ | 0.4 |
|
Biltmore Wealth Management LLC
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|
AZ | 0.4 |
|
Equinum LLC
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|
NY | 0.4 |