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PINNACLE WEALTH MANAGEMENT GROUP, INC.
849 Penniman Suite 201
Plymouth, Michigan 48170
Tel: 734-667-5581
About PINNACLE WEALTH MANAGEMENT GROUP, INC.
PINNACLE WEALTH MANAGEMENT GROUP, INC, formally registered with the SEC as PINNACLE WEALTH MANAGEMENT GROUP, INC. The firm was established in 06/08/2018. They have over 1 offices throughout the country.
PINNACLE WEALTH MANAGEMENT GROUP, INC. is a Plymouth, Michigan based Financial Planning firm with nearly $163,965,211 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 281935 |
| SEC# | 801-113407 |
| Assets Managed by Firm | $163,965,211 |
| No. of Clients | 528 |
| 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
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 528 | $163,965,211 |
| Individuals (other than high net worth individuals) | 126 | $49,265,611 |
| High net worth individuals | 60 | $114,180,377 |
| Corporations or other businesses | 1 | $519,223 |
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