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 $38,404,506 in 273 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    273
    ACCOUNTS
  • Average Account Value
    $140,676
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Pinnacle Peak Private Client Group, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Matthew J. Figueroa
CRD#: 3121253
18835 N. Thompson Peak Parkway, Suite C-204, Scottsdale, AZ 85255
93
Wealthminder
score

Matthew Figueroa (CRD# 3121253) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry.

2
Teresa Flores
CRD#: 2686520
18835 N. Thompson Peak Parkway, Suite C-204, Scottsdale, AZ 85255
93
Wealthminder
score

Teresa Flores (CRD# 2686520) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 16 years of experience in the finance industry.

3
Brian P. Jack
CRD#: 2569773
18835 N. Thompson Peak Parkway, Suite C-204, Scottsdale, AZ 85255
93
Wealthminder
score

Brian Jack (CRD# 2569773) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 21 years of experience in the finance industry.

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