PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

2020 Line Avenue
Shreveport, Louisiana 71104-2125
Tel: 318-221-7526

About PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC), formally registered with the SEC as PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC). The firm was established in 11/02/2018. They have over 1 offices throughout the country.

PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a Shreveport, Louisiana based Financial Planning firm with nearly $131,513,717 assets under management, offering retirement planning & investment advisory services to 232 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109965
SEC#	801-113976
Assets Managed by Firm	$131,513,717
No. of Clients	232
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges
Other (NEGOTIABLE FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	232	$131,513,717
Individuals (other than high net worth individuals)	196	$58,058,420
High net worth individuals	26	$49,130,976
Pension and profit sharing plans	4	$12,656,169
Corporations or other businesses	6	$11,668,152

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MARITIME PARTNERS, LLC 3838 N. Causeway Blvd., Suite 3335 Metairie, LA, 70002	$2,952,693,844	5	31
TRUWEALTH ADVISORS, LLC 2700 Lake Villa Drive, Suite 200 Metairie, LA, 70002-6785	$2,535,697,292	7157	34
WATERS, PARKERSON & CO., LLC 601 Poydras Street, Suite 2210 New Orleans, LA, 70130-6013	$2,489,088,707	1855	12
SISUNG INVESTMENT MANAGEMENT SERVICES LLC 3850 N. Causeway Blvd., Suite 1930 Metairie, LA, 70002	$2,000,884,017	12	7

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