Investment adviser · CRD 116636

PINNACLE WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Mar 24, 2017

Regulatory AUM
$163M
Form ADV · Item 5.F
Client accounts
18
Accounts, not individual clients
Employees
2
Reported in this filing
Advisory professionals
2
Investment advisory functions

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 24, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management

Compensation

Percentage of assets · Hourly

Principal office

CRD 116636

Filing source

Form ADV 1092466 · Mar 24, 2017 · 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.