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).
Total Assets Under Management112MILLION
Total Number of Accounts636ACCOUNTS
Average Account Value$176,258
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
AZ, CA, GA, TX
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.