Pinnacle Peak Private Client Group, LLC
● SEC registered since 2017CRD 282003SEC# 801-110993Scottsdale, AZ
Reg. AUM
$481.1M
Employees
6
Accounts
1,348
Location
Scottsdale, AZ
Pinnacle Peak Private Client Group, LLC assets under management
Pinnacle Peak Private Client Group, LLC is a registered investment adviser overseen by the SEC based in Scottsdale, AZ. The firm has been registered since 2017. It reports $481.1 million in regulatory assets under management and employs 6 people.
Pinnacle Peak Private Client Group, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Patrick Jack Control | Partner, Managing Director And Chief Compliance Officer | 25-50% | 2016 |
| Matthew Joseph Figueroa Control | Managing Director | 25-50% | 2017 |
| Teresa Flores | Operations Manager | Under 5% | 2016 |
Frequently asked questions
How much does Pinnacle Peak Private Client Group, LLC manage?
Pinnacle Peak Private Client Group, LLC reports $481.1 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Peak Private Client Group, LLC have?
Pinnacle Peak Private Client Group, LLC reports 6 employees.
Where is Pinnacle Peak Private Client Group, LLC located?
Pinnacle Peak Private Client Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
Does Pinnacle Peak Private Client Group, LLC disclose fund performance?
Pinnacle Peak Private Client Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 18867 N. Thompson Peak Parkway, Ste #225, Scottsdale, AZ 85255 |
| Phone | 480-771-4301 |
| Fax | 480-771-4305 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$481.1M▲ 21%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$481.1Mregulatory AUM
Discretionary $478.8MNon-discretionary $2.3M