Investment adviser · CRD 169182

PINNACLE ASSET MANAGEMENT, INC.

Investment adviser filing (IA)

ROSEVILLE, CA, United States · Form ADV filed Aug 30, 2021

Regulatory AUM
$133M
Form ADV · Item 5.F
Client accounts
671
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
2
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
Individuals413$88,536,47066.5%
High-net-worth individuals40$44,563,12633.5%
Filing source

Form ADV 1562987 · Aug 30, 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: Aug 30, 2021. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

2271 LAVA RIDGE COURT, SUITE 200
ROSEVILLE, CA, 95661, United States

CRD 169182

Filing source

Form ADV 1562987 · Aug 30, 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.