Pinnacle Advisory Group Inc

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Pinnacle Advisory Group Inc
CRD #107757
SEC #801-43156
CIK #0001504404
AUM
Employees 45 (51% Investors, 0% Brokers)
Phone410-995-6630
Address6345 Woodside Court Suite 100
Columbia, MD 21046
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($B)
3.02.41.81.20.60.01999200720152024
CIK Period
0001504404
Sector Form 13F Holdings Value ($B)
World Currency Gold Trust 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
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AUM Breakdown Accounts AUM ($B)
By Client Type
(a) Individuals (other than high net worth individuals) 612 0.3
(b) Individuals (high net worth individuals) 554 1.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 7 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 20 0.5
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 8 0.0
(n) Other 0 0.0
Total 5,742 2.3
By Discretionary
Discretionary 5,742 2.3
Non-Discretionary 0 0.0
Total 5,742 2.3
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 2.3
Total 5,742 2.3
EDGAR Form CIK 2011 - 2025
13F-HR [0001504404]
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