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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JENSEN INVESTMENT MANAGEMENT INC. 5500 Meadows Road, Suite 200 Lake Oswego, OR, 97035-3623	$13,438,401,059	431	41
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC. 888 Sw 5th Ave Ste 1200 Portland, OR, 97204	$8,394,137,837	4068	60
NORTHWEST CAPITAL MANAGEMENT INC. 1 Centerpointe Drive, Suite 115 Lake Oswego, OR, 97035	$6,856,132,947	1409	17

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