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 $338,443,295 in 1,140 accounts and serve the financial needs of clients across 21 states (or territories).

Current Firm Details
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255
http://pinpeakpcg.com
By the Numbers
  • Total Assets Under Management
    338
    MILLION
  • Total Number of Accounts
    1,140
    ACCOUNTS
  • Average Account Value
    $296,880
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
The map below shows states where this firm has explicit registration only.

AZ, CA, FL, GA, ID, LA, MD, MI, MT, NC, NE, NH, NV, NY, OK, OR, PA, TN, TX, VA, WA

Financial Advisors at Pinnacle Peak Private Client Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Charles Burns, financial advisor Roswell GA
Charles R. Burns
CRD#: 4559340
912 Holcomb Bridge Road, Suite 302, Roswell, GA 30076

Charles Burns (CRD# 4559340) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Roswell, GA and has over 8 years of experience in the finance industry.

2
Matthew Figueroa, financial advisor Scottsdale AZ
Matthew J. Figueroa
CRD#: 3121253
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255

Matthew Figueroa (CRD# 3121253) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 25 years of experience in the finance industry.

3
Teresa Flores, financial advisor Scottsdale AZ
Teresa Flores
CRD#: 2686520
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255

Teresa Flores (CRD# 2686520) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 23 years of experience in the finance industry.

4
Brian Jack, financial advisor Scottsdale AZ
Brian P. Jack
CRD#: 2569773
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255

Brian Jack (CRD# 2569773) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 29 years of experience in the finance industry.

5
Tanner Welch, financial advisor Scottsdale AZ
Tanner R. Welch
CRD#: 6677646
18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255

Tanner Welch (CRD# 6677646) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Scottsdale, AZ and has over 5 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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