Investment adviser · CRD 121065

PINNACLE WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

WEST CHESTER, OH, United States · Form ADV filed Jan 26, 2021

Regulatory AUM
$503M
Form ADV · Item 5.F
Client accounts
449
Accounts, not individual clients
Employees
7
Reported in this filing
Advisory professionals
6
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
Retirement plans48$282,789,91456.2%
High-net-worth individuals90$175,682,08734.9%
Individuals109$41,998,0198.4%
Corporations & businessesFewer than 5$1,247,0580.2%
CharitiesFewer than 5$1,041,9450.2%
Filing source

Form ADV 1481344 · Jan 26, 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: Jan 26, 2021. View historical filings

Reported services

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

Compensation

Percentage of assets · Hourly · Fixed

Principal office

9100 WEST CHESTER TOWNE CENTRE DRIVE, SUITE 225
WEST CHESTER, OH, 45069, United States

CRD 121065

Filing source

Form ADV 1481344 · Jan 26, 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.