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| Pinnacle Wealth Management Advisory Group LLC
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|---|---|
| CRD # | 158332 |
| SEC # | 801-72657 |
| CIK # | 0001631864 |
| AUM | $1.6 BB (2024-03-29) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 732-450-0147 |
| Address | 47 Reckless Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 48.4 | |
| MSFT | 1,918,222.4 | 37.2 | |
| NVDA | 399,550.0 | 18.7 | |
| AMZN | 1,092,997.8 | 13.8 | |
| GOOGL | 1,475,138.5 | 13.8 | |
| JNJ | 465,600.2 | 12.4 | |
| AVGO | 201,282.9 | 9.7 | |
| PG | 338,108.9 | 9.3 | |
| WMT | 335,434.5 | 9.0 | |
| JPM | 340,169.2 | 8.3 |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 50 | 11.2 |
| (b) Individuals (high net worth individuals) | 590 | 1,500.1 |
| (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 | 0 | 1.6 |
| (h) Charitable organizations | 0 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 16 | 52.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,555 | 1,580.5 |
| By Discretionary | ||
| Discretionary | 1,555 | 1,580.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,555 | 1,580.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,580.5 | |
| Total | 1,555 | 1,580.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001631864] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Vernal Point Advisors LLC
✚
|
CA | 1.6 |
|
Artemis Wealth Advisors LLC
✚
|
NY | 1.6 |
|
Neville Rodie & Shaw Inc
✚
|
NY | 1.6 |
|
Mitchell Sinkler & Starr Inc
✚
|
PA | 1.6 |
|
Wealhouse Capital Limited Partnership
✚
|
1.6 | |
|
Cardinal Point Capital Management ULC
✚
|
1.6 | |
|
Stonebridge Financial Group LLC
✚
|
PA | 1.6 |
|
Wedmont Private Capital LLC
✚
|
PA | 1.6 |
|
Diversified Management Inc
✚
|
WI | 1.6 |
|
Consolidated Planning Corporation
✚
|
GA | 1.6 |