Pinnacle Wealth Management Inc
- Assets, Funds, Holdings
| Pinnacle Wealth Management Inc
|
| CRD # | 112969 |
| SEC # | 801-110861 |
| CIK # | 0001908610, 0001868491, 0001911464 |
| AUM |
|
| Employees |
6 (50% Investors, 0% Brokers)
|
| Phone | 303-806-0988 |
| Address | 2696 South Colorado Blvd
Denver, CO 80222 |
| Source |
[IAPD]
[EDGAR]
[Website] [Twitter] [Facebook]
|
|
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) |
248
|
74.6 |
| (b) Individuals (high net worth individuals) |
53
|
87.9 |
| (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 |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
776 |
162.5 |
| By Discretionary |
| Discretionary |
775 |
161.1 |
| Non-Discretionary |
1 |
1.3 |
| Total |
776 |
162.5 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
162.5 |
| Total |
776 |
162.5 |
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