Pinnacle Wealth Advisors Inc

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Assets, Funds, Holdings

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Pinnacle Wealth Advisors Inc
CRD #117517
SEC #801-116763
CIK #0001698283
AUM $202.1 MM (2024-03-08)
Employees 5 (100% Investors, 0% Brokers)
Phone503-654-5100
Address9200 SE Sunnybrook Boulevard
Clackamas, OR 97015
Source [IAPD] [EDGAR] [Website]
Total AUM ($MM)
2502001501005002007201320192025
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 ($BB)
5.04.03.02.01.00.02013201720212025
AUM Breakdown Accounts AUM ($MM)
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
13F-HR [0001698283]
13F-NT [0001698283]
Comparable Firms State AUM ($BB)
Independence Wealth Advisors Inc
VA 0.2
Roosevelt Capital Management LLC
TX 0.2
Sutterfield Financial Group Inc
OK 0.2
Universal Financial Advisors LLC
MO 0.2
Magnolia Capital Management Ltd
NY 0.2
Signature Financial Services Ltd
IL 0.2
Austerra Wealth Management LLC
TX 0.2
Integras Partners LLC
GA 0.2
Pinnacle West Asset Management Inc
WY 0.2
Retirementadvice JKA
CA 0.2
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