linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Pinnacle Peak Investments LLC

Headquartered in SANTA FE, NM

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information.

Firm Information

Pinnacle Peak Investments LLC is an investment advisor with offices in the United States. The firm provides portfolio management for individuals and businesses. They have a total of 12 clients and manage approximately $1.5 million in assets. Their clients include high-net-worth individuals, individuals other than high-net-worth, and charitable organizations.

Pinnacle Peak Investments LLC

$1.53M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

PINNACLE PEAK INVESTMENTS LLC has a total of 1 branch locations across the country.
location

Santa Fe, NM

Advisors at Pinnacle Peak Investments LLC

View All 2 Advisors
Unclaimed
Quinn H Kahn

RA

Santa Fe, NM

View Profile
Unclaimed
Ryan F Kahn

CFC®, RA

Santa Fe, NM

View Profile

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.
Not sure if Pinnacle Peak Investments LLC is right for you?

Disclosures

There are no public disclosures for Pinnacle Peak Investments LLC.

Frequently Asked Questions (5)

Not sure if Pinnacle Peak Investments LLC is right for you?