Investment adviser · CRD 105648

LIFETIME PLANNING PINNACLE ADVISORS, INC

Investment adviser filing (IA)

MANSFIELD, OH, United States · Form ADV filed Apr 1, 2016

Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Not available in this filing: Regulatory AUM, Client accounts.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 1, 2016. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6 WEST 3RD ST., SUITE 100
MANSFIELD, OH, 44902, United States

CRD 105648

Filing source

Form ADV 991726 · Apr 1, 2016 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.