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PINNACLE PEAK PRIVATE CLIENT GROUP, LLC

SEC Form ADV profile.

Total regulatory AUM
$481,073,801
Discretionary
$478,790,804
Non-discretionary
$2,282,997

Firm details

CRD number
282003
SEC file number
801-110993
Main office
SCOTTSDALE, AZ, United States
Employees
6
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.