Pinnacle Peak Wealth Management
Pinnacle Peak Wealth Management (CRD# 305316) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $23,778,325 in 61 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Pinnacle Peak Wealth Management
By the Numbers
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Total Assets Under Management24MILLION
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Total Number of Accounts61ACCOUNTS
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Average Account Value$389,809
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Pinnacle Peak Wealth Management
1
Roger Bracken (CRD# 2792554) is an Investment Advisor Representative working at Pinnacle Peak Wealth Management in Scottsdale, AZ and has over 27 years of experience in the finance industry.
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