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PINNACLE WEALTH ADVISORS
21 Platform Way S
Ste 2300
Nashville, Tennessee 37203
Tel: 615-743-8271
About PINNACLE WEALTH ADVISORS
PINNACLE WEALTH ADVISORS, formally registered with the SEC as PINNACLE WEALTH ADVISORS. The firm was established in 12/11/2006. They have over 1 offices throughout the country.
PINNACLE WEALTH ADVISORS is a Nashville, Tennessee based Financial Planning firm with nearly $936,496,459 assets under management, offering retirement planning & investment advisory services to 259 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 132634 |
| SEC# | 801-67352 |
| Assets Managed by Firm | $936,496,459 |
| No. of Clients | 259 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 259 | $936,496,459 |
| Individuals (other than high net worth individuals) | 13 | $10,821,611 |
| High net worth individuals | 115 | $663,875,076 |
| Pension and profit sharing plans | Fewer than 5 clients | $930,562 |
| Charitable organizations | Fewer than 5 clients | $27,956,520 |
| Corporations or other businesses | 5 | $26,634,326 |
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