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Home > Retirement Planners > michigan > brighton > PINNACLE WEALTH MANAGEMENT, INC.
PINNACLE WEALTH MANAGEMENT, INC.
7600 Grand River
Suite 220
Brighton, Michigan 48114
Tel: 810-220-6322
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 Status | Approved |
|---|---|
| Firm CRD# | 166853 |
| SEC# | 801-125967 |
| Assets Managed by Firm | $131,466,000 |
| No. of Clients | 933 |
| No. of Advisors | 8 |
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 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 |
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