Pinnacle Peak Private Client Group, LLC
Pinnacle Peak Private Client Group, LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $481.1M assets under management (AUM, regulatory AUM), +21% over one year. See who owns Pinnacle Peak Private Client Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 282003, SEC 801-110993, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $481.1M (2026-02-27)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 6
- Clients
- 708
- CRD
- 282003
- Ownership
- FIGUEROA, MATTHEW, JOSEPH; JACK, BRIAN, PATRICK; FLORES, TERESA
How much AUM does Pinnacle Peak Private Client Group, LLC have?
Pinnacle Peak Private Client Group, LLC reported $481.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Pinnacle Peak Private Client Group, LLC?
Disclosed owners and executives of Pinnacle Peak Private Client Group, LLC include FIGUEROA, MATTHEW, JOSEPH, JACK, BRIAN, PATRICK, FLORES, TERESA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.