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Pinnacle Peak Private Client Group

EST. AUM
$481,073,801

CONTACTS
4

CLIENT ACCOUNTS
1,348

Firm Details

Metro area Phoenix
CRD Number 282003
Website pinpeakpcg.com
Client types

Overview

Pinnacle Peak Private Client Group, LLC is a Registered Investment Adviser (RIA) providing fiduciary investment advisory services, financial planning, and retirement consulting. As an RIA, the firm delivers fee-based portfolio management and investment advice designed to align with client interests while maintaining transparency in pricing and investment selection. The firm manages portfolios using diversified asset allocation strategies and works with custodians such as Charles Schwab Advisor Services for brokerage and custody services.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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