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
18835 N. Thompson Peak Parkway, Suite C-204, Scottsdale, AZ 85255
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 Figueroa, financial advisor Scottsdale AZ
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 18 years of experience in the finance industry.

2
Teresa Flores, financial advisor Scottsdale AZ
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 17 years of experience in the finance industry.

3
Brian Jack, financial advisor Scottsdale AZ
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 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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