Also known as pinnacle peak private client
Pinnacle Peak Private Client Group is an independently owned wealth management firm in Scottsdale, Arizona, founded in 2016. It reports roughly $481 million in assets under management. The firm serves individuals and families, business owners, trustees, estate managers and charitable organizations, and sponsors of pension and profit-sharing plans. Its services include comprehensive portfolio management, stand-alone financial planning and consulting, and retirement plan consulting for employers. Client accounts are held at Charles Schwab, which provides custody-related services but is not affiliated with the firm. The firm has also acquired Insight Benefit Counselors, which helps federal employees understand their retirement benefits.
Public regulatory records matched to Pinnacle Peak Private Client Group from SEC and IRS filings.
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Pinnacle Peak Private Client Group is a wealth manager based in Scottsdale, United States, managing approximately $481M in assets.
Pinnacle Peak Private Client Group is headquartered in Scottsdale, United States.
Pinnacle Peak Private Client Group manages approximately $481M in assets under management.
Pinnacle Peak Private Client Group was founded in 2016.
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