Pinnacle Peak Private Client Group, LLC
Pinnacle Peak Private Client Group, LLC (CRD# 282003) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $112,100,000 in 636 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
Pinnacle Peak Private Client Group, LLC
By the Numbers
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Total Assets Under Management112MILLION
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Total Number of Accounts636ACCOUNTS
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Average Account Value$176,258
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
AZ, CA, GA, TX
Financial Advisors at Pinnacle Peak Private Client Group, LLC
1
Charles Burns (CRD# 4559340) is an Investment Advisor Representative working at Pinnacle Peak Private Client Group, LLC in Roswell, GA and has over 2 years of experience in the finance industry.
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