|
⚲
|
| Pinnacle Wealth Management Group Inc
✚
| |
|---|---|
| CRD # | 281935 |
| SEC # | 801-113407 |
| CIK # | 0001908610, 0001868491, 0001911464 |
| AUM | $164.0 MM (2024-03-27) |
| Employees | 4 (50% Investors, 50% Brokers) |
| Phone | 734-667-5581 |
| Address | 849 Penniman Suite 201 Plymouth, MI 48170 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| MSFT | 1,918,222.4 | 6.5 | |
| MS | 136,724.0 | 3.2 | |
| AAPL | 2,382,844.0 | 3.0 | |
| JPM | 340,169.2 | 2.3 | |
| PEP | 226,773.9 | 1.7 | |
| UPS | 157,208.0 | 1.6 | |
| AEM | 22,129.1 | 1.5 | |
| VZ | 211,914.0 | 1.4 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 49.3 |
| (b) Individuals (high net worth individuals) | 60 | 114.2 |
| (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 | 0.0 |
| (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 | 1 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 528 | 164.0 |
| By Discretionary | ||
| Discretionary | 528 | 164.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 528 | 164.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 164.0 | |
| Total | 528 | 164.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001868491] | |
| 13F-HR | [0001908610] | |
| 13F-HR | [0001911464] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Frazee Investment Consulting Inc
✚
|
TN | 0.2 |
|
Mutual Trust Advisory Group Inc
✚
|
FL | 0.2 |
|
Sterling Wealth Advisors Inc
✚
|
FL | 0.2 |
|
Kahala Financial Advisors LLC
✚
|
HI | 0.2 |
|
Fell Capital Management
✚
|
CA | 0.2 |
|
Prism Planning Partners LLC
✚
|
IL | 0.2 |
|
Avera Wealth Advisors LLC
✚
|
GA | 0.2 |
|
Lester Financial Group LLC
✚
|
IL | 0.2 |
|
J2 Capital Management Inc
✚
|
MI | 0.2 |
|
Capital Management Advisor Group LLC
✚
|
CA | 0.2 |