7600 Grand River
Suite 220
Brighton, Michigan 48114
Tel: 810-220-6322
PINNACLE WEALTH MANAGEMENT, INC, formally registered with the SEC as PINNACLE WEALTH MANAGEMENT, INC. The firm was established in 06/27/2022. They have over 2 offices throughout the country.
PINNACLE WEALTH MANAGEMENT, INC. is a Brighton, Michigan based Financial Planning firm with nearly $131,466,000 assets under management, offering retirement planning & investment advisory services to 933 clients. The firm is staffed with 8 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 166853 |
SEC# | 801-125967 |
Assets Managed by Firm | $131,466,000 |
No. of Clients | 933 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 933 | $131,466,000 |
Individuals (other than high net worth individuals) | 268 | $54,185,150 |
High net worth individuals | 81 | $76,480,600 |
Pension and profit sharing plans | 1 | $800,250 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$246,667,042,077 | 132 | 164 | |
$20,526,058,796 | 17010 | 134 | |
$20,209,044,347 | 85 | 74 | |
$15,029,547,343 | 412 | 15 | |
$11,989,880,000 | 105 | 31 |
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