Overview
Assets Under Management: $156 million
Headquarters: SHREVEPORT, LA
High-Net-Worth Clients: 61
Average Client Assets: $1.3 million
Frequently Asked Questions
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109965), PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is subject to fiduciary duty under federal law.
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) is headquartered in SHREVEPORT, LA.
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) serves 61 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) manages $156 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.) serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 48.82%
Average Client Assets: $1.3 million
Total Client Accounts: 281
Discretionary Accounts: 18
Non-Discretionary Accounts: 263
Regulatory Filings
CRD Number: 109965
Filing ID: 2042535
Last Filing Date: 2026-03-25 12:54:32