PB
PB

Peter Burns

2 Years of Experience
Helena, MT

Peter Burns is a registered investment advisor at Sankala Group LLC, based in Helena, MT, with 2 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 107 clients with $160M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
IM Fee
Planning only
Assets Under Management
$159.1M
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Location

Helena, MT

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Peter is a partner in Catalina Properties LLC and Catalina Properties II LLC, real estate holding companies that do not offer outside investment.

Employment History
Current Registrations
Sankala Group LLC
July 2023 - Present · 2 yrs 9 mos
State Registrations2 states
COMT
Advisor

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Exams
No exam information available for this advisor.