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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) |
|---|
| CIK | Period |
|---|---|
| 0001698283 | |
| / | |
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| Microsoft Corp | 1,918.2 | 0.2 | |
| Apple Inc | 2,382.8 | 0.2 | |
| Amazon Com Inc | 1,093.0 | 0.2 | |
| Alphabet Inc | 1,475.1 | 0.1 | |
| J P Morgan Chase & Co | 340.2 | 0.1 | |
| VISA Inc | 419.3 | 0.1 | |
| UnitedHealth Group Inc | 477.0 | 0.1 | |
| HCA Holdings Inc | 52.0 | 0.1 | |
| Exxon Mobil Corp | 385.5 | 0.1 | |
| Pinnacle Financial Partners Inc | 5.5 | 0.1 | |
| Union Pacific Corp | 134.0 | 0.1 | |
| Nvidia Corp | 399.6 | 0.1 | |
| Alphabet Inc | 1,482.6 | 0.1 | |
| Salesforce Com Inc | 170.6 | 0.0 | |
| American Express Co | 107.1 | 0.0 | |
| Home Depot Inc | 277.6 | 0.0 | |
| CVS Caremark Corp | 122.2 | 0.0 | |
| TJX Companies Inc /DE/ | 67.3 | 0.0 | |
| Merck & Co Inc | 232.4 | 0.0 | |
| Lilly Eli & Co | 301.8 | 0.0 | |
| Chevron Corp | 294.6 | 0.0 | |
| Thermo Fisher Scientific Inc | 209.7 | 0.0 | |
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| 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] |
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|---|---|---|
|
Independence Wealth Advisors Inc
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|
VA | 0.2 |
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Roosevelt Capital Management LLC
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TX | 0.2 |
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Sutterfield Financial Group Inc
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OK | 0.2 |
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Universal Financial Advisors LLC
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MO | 0.2 |
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Magnolia Capital Management Ltd
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NY | 0.2 |
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Signature Financial Services Ltd
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IL | 0.2 |
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Austerra Wealth Management LLC
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TX | 0.2 |
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Integras Partners LLC
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GA | 0.2 |
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Pinnacle West Asset Management Inc
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WY | 0.2 |
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Retirementadvice JKA
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CA | 0.2 |