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| Keyboard |
| Pinnacle Peak Private Client Group LLC
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|
|---|---|
| CRD # | 282003 |
| SEC # | 801-110993 |
| CIK # | |
| AUM | 481.1 M (2026-02-27) |
| Employees | 6 (67% Investors, 0% 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) | 570 | 152.4 |
| (b) Individuals (high net worth individuals) | 119 | 294.3 |
| (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 | 6 | 8.1 |
| (h) Charitable organizations | 1 | 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 | 12 | 24.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,348 | 481.1 |
| By Discretionary | ||
| Discretionary | 1,345 | 478.8 |
| Non-Discretionary | 3 | 2.3 |
| Total | 1,348 | 481.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 481.1 | |
| Total | 1,348 | 481.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Genesis Private Wealth LLC
✚
|
VA | 482.4 M |
|
Physicians Financial Services Inc
✚
|
NC | 482.3 M |
|
SS&H Financial Advisors Inc
✚
|
MI | 482.2 M |
|
Oakstreet Wealth Management Inc
✚
|
TX | 482.0 M |
|
IP Financial Advisory Services LLC
✚
|
NC | 481.4 M |
|
Tigeroak Management LLC
✚
|
TN | 481.2 M |
|
Courage Miller Partners LLC
✚
|
VA | 480.7 M |
|
10th Mountain LLC
✚
|
480.3 M | |
|
Trellis Wealth Advisors LLC
✚
|
CA | 479.8 M |
|
AF Advisors Inc
✚
|
CA | 479.8 M |