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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Asset Management Group Corporation Inc
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|---|---|
| CRD # | 109965 |
| SEC # | 801-113976 |
| CIK # | 0001676123 |
| AUM | $131.5 M (2025-02-28) |
| Employees | 3 (67% Investors, 100% Brokers) |
| Phone | 318-221-7526 |
| Address | 2020 Line Avenue Shreveport, LA 71104-2125 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 196 | 58.1 |
| (b) Individuals (high net worth individuals) | 26 | 49.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 12.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 11.7 |
| (n) Other | 0 | 0.0 |
| Total | 232 | 131.5 |
| By Discretionary | ||
| Discretionary | 83 | 9.4 |
| Non-Discretionary | 149 | 122.1 |
| Total | 232 | 131.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 131.5 | |
| Total | 232 | 131.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
City Center Advisors LLC
✚
|
MI | 0.1 |
|
Barrett Wealth Connection LLC
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|
IL | 0.1 |
|
Bountiful Investment Management LLC
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|
RI | 0.1 |
|
Breachway Investments LLC
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|
RI | 0.1 |
|
Daniel KRUG & Associates Inc
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|
MI | 0.1 |
|
The Wealth Advisory Team LLC
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|
KY | 0.1 |
|
Townsend Financial Planning LLC
✚
|
KY | 0.1 |
|
St Bernard Financial Services Inc
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|
AR | 0.1 |
|
Provident Living Financial Services Inc
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|
UT | 0.1 |
|
Ballast Point Financial Planning LLC
✚
|
CA | 0.1 |