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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pinnacle Wealth Management Advisory Group LLC
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|---|---|
| CRD # | 158332 |
| SEC # | 801-72657 |
| CIK # | 0001631864 |
| AUM | $2.0 B (2025-03-25) |
| Employees | 12 (92% Investors, 0% Brokers) |
| Phone | 732-450-0147 |
| Address | 47 Reckless Place Red Bank, NJ 07701 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 47.0 | ||
| Microsoft Corp | 41.8 | ||
| Nvidia Corp | 25.3 | ||
| Broadcom Inc | 16.7 | ||
| Amazon Com Inc | 16.4 | ||
| Alphabet Inc | 14.5 | ||
| Johnson & Johnson | 12.8 | ||
| Wal Mart Stores Inc | 12.3 | ||
| J P Morgan Chase & Co | 11.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 12.4 |
| (b) Individuals (high net worth individuals) | 649 | 1,915.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 4.7 |
| (h) Charitable organizations | 7 | 11.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 8.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,799 | 1,964.8 |
| By Discretionary | ||
| Discretionary | 1,799 | 1,964.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,799 | 1,964.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,964.8 | |
| Total | 1,799 | 1,964.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001631864] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
YHB Investment Advisors Inc
✚
|
CT | 2.0 |
|
BSW Wealth Partners Inc A Public Benefit Corporation
✚
|
CO | 2.0 |
|
Cable Hill Partners LLC
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|
OR | 2.0 |
|
Marks Group Wealth Management Inc
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|
MN | 2.0 |
|
Sellwood Investment Partners LLC
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|
OR | 2.0 |
|
Advisors Asset Management Inc
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|
CO | 2.0 |
|
Sisung Investment Management Services LLC
✚
|
LA | 2.0 |
|
Tradition Wealth Management LLC
✚
|
MN | 2.0 |
|
Sigma Investment Counselors Inc
✚
|
MI | 1.9 |
|
Pinnacle Wealth Planning Services Inc
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|
OH | 1.9 |