| 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 |
Pinnacle Peak Private Client Group, LLC reports $397.5 million in regulatory assets under management on its Form ADV.
Pinnacle Peak Private Client Group, LLC reports 6 employees.
Pinnacle Peak Private Client Group, LLC is based in Scottsdale, AZ and has been SEC-registered since 2017.
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.
| 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 |
| Discretionary | $394.9M |
| Non-discretionary | $2.6M |
| Total (RAUM) | $397.5M |