SEC Form ADV

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

Firm profile: Pinnacle Peak Private Client Group — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserAZ

$481.1M

Assets Under Management

1,348

Total Clients

Employees

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Registration Details

Accession: CRD-282003
Location: SCOTTSDALE, AZ
Filing Date: February 27, 2026
AUM: $481.1M
Total Clients: 1,348
Institutional Clients: 7
Employees: 6
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCharitable OrganizationsCorporations

About this Adviser

PINNACLE PEAK PRIVATE CLIENT GROUP, LLC is a registered investment adviser headquartered in SCOTTSDALE, AZ, managing approximately $481.1M in assets across 1,348 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.

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