PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
  • PINNACLE PEAK PRIVATE CLIENT GROUP, LLC
  • JACK & ASSOCIATES, LLC

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Adviser Profile

As of Date 02/27/2026
Registration SEC, Approved, 08/22/2017
Other registrations (1)
ADV Location SCOTTSDALE, AZ, United States
Contact Info 480 xxxxxxx
Websites
AUM* 481,073,801 42%
of that, discretionary 478,790,804 43%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 356,880 20%
% High Net Worth 16.81% -23%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

479M 410M 342M 274M 205M 137M 68M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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