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PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SCOTTSDALE, AZ · CRD 282003 · IAPD ↗ · pinpeakpcg.com · 480-771-4301

$481.1MRegulatory AUM
4Advisory reps
6Employees
0Clients
0Planning clients
0Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

51
March 2024 — PINNACLE PEAK PRIVATE CLIENT GROUP, LLC notice-filed in ID, MI, NC, NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — PINNACLE PEAK PRIVATE CLIENT GROUP, LLC reported RAUM up 29% ($261.5M -> $338.4M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.