PINNACLE WEALTH MANAGEMENT, LLC

2999 Douglas Blvd
Suite 180
Roseville, California 95661
Tel: 916-772-0807

About PINNACLE WEALTH MANAGEMENT, LLC

PINNACLE WEALTH MANAGEMENT, LLC, formally registered with the SEC as PINNACLE WEALTH MANAGEMENT, LLC. The firm was established in 07/30/2021. They have over 4 offices throughout the country.

PINNACLE WEALTH MANAGEMENT, LLC is a Roseville, California based Financial Planning firm with nearly $181,677,991 assets under management, offering retirement planning & investment advisory services to 728 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	315578
SEC#	801-122002
Assets Managed by Firm	$181,677,991
No. of Clients	728
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	728	$181,677,991
Individuals (other than high net worth individuals)	409	$112,243,299
High net worth individuals	48	$69,434,692

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