Pinnacle Wealth Management Inc

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CAFR Data
Pinnacle Wealth Management Inc
CRD #121065
SEC #801-63327
CIK #
AUM $348.5 MM (99% Disc, 100% US)
Employees7 (86% Investors, 86% Brokers)
Phone513-874-4440
Address9100 West Chester Towne Centre Drive
West Chester, OH 45069
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($MM)
3652922191467302003200820142020
Comparable Firms State AUM ($BB)
Royal Bank of Canada Investment Management USA Limited
0.4
Twelve Points Wealth Management LLC
MA 0.4
America First Investment Advisors LLC
NE 0.3
Lee Financial Group Hawaii Inc
HI 0.3
MELD Financial Inc
AL 0.3
Pennsylvania Capital Management Inc
PA 0.3
Hinds Financial Group Inc
CO 0.3
Sterling Group Wealth Management LLC
CA 0.3
The Jentner Corporation
OH 0.3
Reutemann Financial Solutions Inc
MD 0.3
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