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PINNACLE ADVISORS
6 West 3rd St.
Ste 100
Mansfield, Ohio 44902
Tel: 419-526-5226
About PINNACLE ADVISORS
PINNACLE ADVISORS, formally registered with the SEC as PINNACLE ADVISORS. The firm was established in 05/30/1996. They have over 6 offices throughout the country.
PINNACLE ADVISORS is a Mansfield, Ohio based Financial Planning firm with nearly $1,728,525,085 assets under management, offering retirement planning & investment advisory services to 2850 clients. The firm is staffed with 30 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106817 |
| SEC# | 801-51715 |
| Assets Managed by Firm | $1,728,525,085 |
| No. of Clients | 2850 |
| No. of Advisors | 30 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2850 | $1,728,525,085 |
| Individuals (other than high net worth individuals) | 504 | $134,954,799 |
| High net worth individuals | 360 | $1,558,288,193 |
| Pension and profit sharing plans | 12 | $8,164,065 |
| Charitable organizations | 6 | $11,062,754 |
| Corporations or other businesses | 5 | $16,055,274 |
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|---|---|---|---|
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