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PINNACLE WEALTH MANAGEMENT, INC.

7600 Grand River
Suite 220
Brighton, Michigan 48114
Tel: 810-220-6322

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About PINNACLE WEALTH MANAGEMENT, INC.

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.

Firm Information

SEC Current StatusApproved
Firm CRD#166853
SEC#801-125967
Assets Managed by Firm$131,466,000
No. of Clients933
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Education seminars/workshops
  • Other (ADVISORY CONSULTING)

Firm Client Information

No. of ClientsAUM
Firm Total933$131,466,000
Individuals (other than high net worth individuals)268$54,185,150
High net worth individuals81$76,480,600
Pension and profit sharing plans1$800,250

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