Pinnacle Peak Private Client Group provides investment management and financial planning services. They work with individuals, trusts, retirement plans, and businesses. Their services include portfolio management, financial planning, and retirement plan consulting. They aim to help clients meet their financial goals while considering their risk tolerance and time horizon. As a note, Pinnacle Peak Private Client Group will be acquired and services will be transferred to the new firm.
Assets Under Management$480M
Clients708
Advisors2
Avg. per Client$680K
Avg. per Advisor$240M
Fee Structure
Pinnacle Peak Private Client Group offers investment management through a bundled fee program. See the separate bundled fee program brochure for details.
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