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| Pinnacle Wealth Management Group Inc
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|---|---|
| CRD # | 281935 |
| SEC # | 801-113407 |
| CIK # | 0001911464, 0001908610, 0001868491 |
| AUM | 243.7 M (2026-03-26) |
| Employees | 4 (100% Investors, 50% Brokers) |
| Phone | 734-667-5581 |
| Address | 849 Penniman Suite 201 Plymouth, MI 48170 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Morgan Stanley | 6.1 | ||
| Microsoft Corp | 4.7 | ||
| Agnico Eagle Mines Ltd | 4.3 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Apple Inc | 3.1 | ||
| Alamos Gold Inc | 2.4 | ||
| Coeur D Alene Mines Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 124 | 50.2 |
| (b) Individuals (high net worth individuals) | 79 | 192.4 |
| (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 | 4 | 0.4 |
| (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 | 2 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 618 | 243.7 |
| By Discretionary | ||
| Discretionary | 617 | 243.5 |
| Non-Discretionary | 1 | 0.2 |
| Total | 618 | 243.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.7 | |
| Total | 618 | 243.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001868491] | |
| 13F-HR | [0001908610] | |
| 13F-HR | [0001911464] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
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|---|---|---|
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