CRD: 282003
Pinnacle Peak Private Client Group, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-01-2016
- Office Locations
- 1
Office Locations
About Pinnacle Peak Private Client Group, LLC
Pinnacle Peak Private Client Group is an open-architecture RIA providing portfolio management and financial planning for individuals and families, business owners, trusts/estates/charities, and retirement plan sponsors. Services include tailored portfolio construction, ongoing monitoring/rebalancing, stand-alone planning/consulting, and retirement plan consulting. Via its Peak Insights unit (Insight Benefit Counselors), it also focuses on federal employee benefits and retirement planning. Custody through Schwab Advisor Services.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MATTHEW JOSEPH FIGUEROA
Managing Director
- CRD
- #3121253
- Ownership
- 25% but less than 50%
BRIAN PATRICK JACK
Chief Compliance Officer, Managing Director, PARTNER
- CRD
- #2569773
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,790,804 | $355,978 |
| Non-Discretionary | $2,282,997 | $760,999 |
| Total | $481,073,801 | $356,880 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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