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PINNACLE WEALTH ADVISORS
9200 Se Sunnybrook Boulevard
Suite # 170
Clackamas, Oregon 97015
Tel: 503-654-5100
About PINNACLE WEALTH ADVISORS
PINNACLE WEALTH ADVISORS, formally registered with the SEC as PINNACLE WEALTH ADVISORS. The firm was established in 06/07/2019. They have over 3 offices throughout the country.
PINNACLE WEALTH ADVISORS is a Clackamas, Oregon based Financial Planning firm with nearly $202,077,603 assets under management, offering retirement planning & investment advisory services to 464 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 117517 |
| SEC# | 801-116763 |
| Assets Managed by Firm | $202,077,603 |
| No. of Clients | 464 |
| No. of Advisors | 7 |
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
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 464 | $202,077,603 |
| Individuals (other than high net worth individuals) | 372 | $75,023,459 |
| High net worth individuals | 75 | $81,475,714 |
| Pension and profit sharing plans | 17 | $45,578,430 |
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