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Pinnacle Wealth Management LLC
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CRD # | 315578 |
SEC # | 801-122002 |
CIK # | 0001908610, 0001868491, 0001911464 |
AUM | $159.1 MM (2024-03-28) |
Employees | 4 (50% Investors, 50% Brokers) |
Phone | 916-772-0807 |
Address | 2271 Lava Ridge Court Roseville, CA 95661 |
Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
Total AUM ($MM) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 403 | 96.4 |
(b) Individuals (high net worth individuals) | 47 | 62.6 |
(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 | 708 | 159.1 |
By Discretionary | ||
Discretionary | 708 | 159.1 |
Non-Discretionary | 0 | 0.0 |
Total | 708 | 159.1 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 159.1 | |
Total | 708 | 159.1 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001868491] | |
13F-HR | [0001908610] | |
13F-HR | [0001911464] |
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Namtaf Advisors LLC
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|
NC | 0.2 |
D'Arcy Capital Management LLC
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CA | 0.2 |
Windle Wealth LLC
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BLVD Private Wealth LLC
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Personal Choice Financial Advisors LLC
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Core Financial Advisors LLC
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CA | 0.2 |
Bernard Wealth Management Corp
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SWP Financial LLC
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CA | 0.2 |
Vision Capital Management Corporation
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Aspirean Wealth LLC
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CA | 0.2 |