Investment adviser · CRD 107757

PINNACLE ADVISORY GROUP, INC.

Investment adviser filing (IA)

COLUMBIA, MD, United States · Form ADV filed Mar 9, 2021

Regulatory AUM
$2.32B
Form ADV · Item 5.F
Client accounts
5,742
Accounts, not individual clients
Employees
45
Reported in this filing
Advisory professionals
23
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals554$1,488,725,40564.2%
Other investment advisers20$515,450,00322.2%
Individuals612$289,306,77012.5%
Retirement plans7$13,060,9010.6%
Corporations & businesses8$6,049,8700.3%
CharitiesFewer than 5$5,403,1850.2%
Filing source

Form ADV 1504022 · Mar 9, 2021 · Item 5.D

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

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: Mar 9, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6345 WOODSIDE COURT SUITE 100
COLUMBIA, MD, 21046, United States

CRD 107757

Filing source

Form ADV 1504022 · Mar 9, 2021 · 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.