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).

By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    636
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Charles R. Burns
CRD#: 4559340
912 Holcomb Bridge Road, Suite 302, Roswell, GA 30076
89
Wealthminder
score

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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