PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
CRD #282003 SEC #801-110993 SCOTTSDALE, AZ 480-771-4301
SEC Registered
Total AUM
$397.5M
Discretionary
$394.9M
Employees
6
Clients
0
Accounts
1,301
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $397.5M | $394.9M | $2.6M | 6 | 0 |
| Aug 2025 | $397.5M | $394.9M | $2.6M | 6 | 0 |
| Aug 2025 | $397.5M | $394.9M | $2.6M | 6 | 0 |
| Mar 2025 | $397.5M | $394.9M | $2.6M | 6 | 0 |
| Jul 2024 | $338.4M | $335.9M | $2.6M | 6 | 0 |
| Feb 2024 | $338.4M | $335.9M | $2.6M | 6 | 0 |
| Feb 2023 | $261.5M | $256.9M | $4.5M | 6 | 0 |
| Oct 2022 | $270.8M | $267.7M | $3.1M | 5 | 1 |
| Mar 2022 | $270.8M | $267.7M | $3.1M | 5 | 1 |
| Sep 2021 | $209.1M | $204.9M | $4.3M | 5 | 1 |
| Sep 2021 | $209.1M | $204.9M | $4.3M | 5 | 1 |
| Mar 2021 | $209.1M | $204.9M | $4.3M | 5 | 1 |
| Mar 2021 | $209.1M | $204.9M | $4.3M | 5 | 1 |
| Oct 2020 | $163.4M | $160.2M | $3.3M | 5 | 0 |
| Jul 2020 | $163.4M | $160.2M | $3.3M | 5 | 0 |
| Jun 2020 | $163.4M | $160.2M | $3.3M | 4 | 0 |
| Feb 2020 | $163.4M | $160.2M | $3.3M | 4 | 0 |
| Feb 2020 | $163.4M | $160.2M | $3.3M | 4 | 0 |
| Jan 2020 | $163.4M | $160.2M | $3.3M | 4 | 0 |
| Nov 2019 | $157.5M | $154.5M | $3M | 4 | 0 |
| Aug 2019 | $121.8M | $119.1M | $2.7M | 4 | 0 |
| Feb 2019 | $121.8M | $119.1M | $2.7M | 4 | 0 |
| Jan 2019 | $121.8M | $119.1M | $2.7M | 4 | 0 |
| Oct 2018 | $112.1M | $106M | $6.1M | 5 | 1 |
| Aug 2018 | $112.1M | $106M | $6.1M | 5 | 1 |
| Feb 2018 | $112.1M | $106M | $6.1M | 5 | 1 |
| Feb 2018 | $112.1M | $106M | $6.1M | 5 | 1 |
| Jan 2018 | $112.1M | $106M | $6.1M | 5 | 1 |
| Dec 2017 | $105M | $99M | $5.9M | 3 | 1 |
| Nov 2017 | $105M | $99M | $5.9M | 3 | 1 |
| Aug 2017 | $117.2M | $103.5M | $13.7M | 3 | 300 |
| Jul 2017 | $117.2M | $103.5M | $13.7M | 3 | 300 |
| Jun 2016 | $38.4M | $38.4M | $0 | 3 | 26 |
| May 2016 | $38.4M | $38.4M | $0 | 3 | 26 |
| Apr 2016 | $38.4M | $38.4M | $0 | 3 | 0 |
| Jan 2016 | $0 | $0 | $0 | 2 | 0 |
| Dec 2015 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$397.5M
Discretionary$394.9M
Non-Disc.$2.6M
Employees6
Clients0
DateAug 2025
Total AUM$397.5M
Discretionary$394.9M
Non-Disc.$2.6M
Employees6
Clients0
DateAug 2025
Total AUM$397.5M
Discretionary$394.9M
Non-Disc.$2.6M
Employees6
Clients0
DateMar 2025
Total AUM$397.5M
Discretionary$394.9M
Non-Disc.$2.6M
Employees6
Clients0
DateJul 2024
Total AUM$338.4M
Discretionary$335.9M
Non-Disc.$2.6M
Employees6
Clients0
DateFeb 2024
Total AUM$338.4M
Discretionary$335.9M
Non-Disc.$2.6M
Employees6
Clients0
DateFeb 2023
Total AUM$261.5M
Discretionary$256.9M
Non-Disc.$4.5M
Employees6
Clients0
DateOct 2022
Total AUM$270.8M
Discretionary$267.7M
Non-Disc.$3.1M
Employees5
Clients1
DateMar 2022
Total AUM$270.8M
Discretionary$267.7M
Non-Disc.$3.1M
Employees5
Clients1
DateSep 2021
Total AUM$209.1M
Discretionary$204.9M
Non-Disc.$4.3M
Employees5
Clients1
DateSep 2021
Total AUM$209.1M
Discretionary$204.9M
Non-Disc.$4.3M
Employees5
Clients1
DateMar 2021
Total AUM$209.1M
Discretionary$204.9M
Non-Disc.$4.3M
Employees5
Clients1
DateMar 2021
Total AUM$209.1M
Discretionary$204.9M
Non-Disc.$4.3M
Employees5
Clients1
DateOct 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees5
Clients0
DateJul 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees5
Clients0
DateJun 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees4
Clients0
DateFeb 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees4
Clients0
DateFeb 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees4
Clients0
DateJan 2020
Total AUM$163.4M
Discretionary$160.2M
Non-Disc.$3.3M
Employees4
Clients0
DateNov 2019
Total AUM$157.5M
Discretionary$154.5M
Non-Disc.$3M
Employees4
Clients0
DateAug 2019
Total AUM$121.8M
Discretionary$119.1M
Non-Disc.$2.7M
Employees4
Clients0
DateFeb 2019
Total AUM$121.8M
Discretionary$119.1M
Non-Disc.$2.7M
Employees4
Clients0
DateJan 2019
Total AUM$121.8M
Discretionary$119.1M
Non-Disc.$2.7M
Employees4
Clients0
DateOct 2018
Total AUM$112.1M
Discretionary$106M
Non-Disc.$6.1M
Employees5
Clients1
DateAug 2018
Total AUM$112.1M
Discretionary$106M
Non-Disc.$6.1M
Employees5
Clients1
DateFeb 2018
Total AUM$112.1M
Discretionary$106M
Non-Disc.$6.1M
Employees5
Clients1
DateFeb 2018
Total AUM$112.1M
Discretionary$106M
Non-Disc.$6.1M
Employees5
Clients1
DateJan 2018
Total AUM$112.1M
Discretionary$106M
Non-Disc.$6.1M
Employees5
Clients1
DateDec 2017
Total AUM$105M
Discretionary$99M
Non-Disc.$5.9M
Employees3
Clients1
DateNov 2017
Total AUM$105M
Discretionary$99M
Non-Disc.$5.9M
Employees3
Clients1
DateAug 2017
Total AUM$117.2M
Discretionary$103.5M
Non-Disc.$13.7M
Employees3
Clients300
DateJul 2017
Total AUM$117.2M
Discretionary$103.5M
Non-Disc.$13.7M
Employees3
Clients300
DateJun 2016
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees3
Clients26
DateMay 2016
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees3
Clients26
DateApr 2016
Total AUM$38.4M
Discretionary$38.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2016
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateDec 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0