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Pinnacle Wealth Advisors Inc
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CRD # | 117517 |
SEC # | 801-116763 |
CIK # | 0001698283 |
AUM | $202.1 MM (2024-03-08) |
Employees | 5 (100% Investors, 0% Brokers) |
Phone | 503-654-5100 |
Address | 9200 SE Sunnybrook Boulevard Clackamas, OR 97015 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.2 | |
AAPL | 2,382.8 | 0.2 | |
AMZN | 1,093.0 | 0.2 | |
GOOGL | 1,475.1 | 0.1 | |
JPM | 340.2 | 0.1 | |
V | 419.3 | 0.1 | |
UNH | 477.0 | 0.1 | |
HCA | 52.0 | 0.1 | |
XOM | 385.5 | 0.1 | |
PNFP | 5.5 | 0.1 | |
View All |
Holdings by Sector ($BB) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 361 | 69.4 |
(b) Individuals (high net worth individuals) | 74 | 77.0 |
(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 | 15 | 33.9 |
(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 | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 448 | 180.3 |
By Discretionary | ||
Discretionary | 433 | 146.4 |
Non-Discretionary | 15 | 33.9 |
Total | 448 | 180.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.1 | |
United States Persons | 180.3 | |
Total | 448 | 180.3 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001698283] | |
13F-NT | [0001698283] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Independence Wealth Advisors Inc
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VA | 0.2 |
Roosevelt Capital Management LLC
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TX | 0.2 |
Sutterfield Financial Group Inc
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OK | 0.2 |
Universal Financial Advisors LLC
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MO | 0.2 |
Magnolia Capital Management Ltd
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NY | 0.2 |
Signature Financial Services Ltd
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IL | 0.2 |
Austerra Wealth Management LLC
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TX | 0.2 |
Integras Partners LLC
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|
GA | 0.2 |
Pinnacle West Asset Management Inc
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|
WY | 0.2 |
Retirementadvice JKA
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|
CA | 0.2 |