Overview
Assets Under Management: $118 million
Headquarters: BRIGHTON, MI
High-Net-Worth Clients: 70
Average Client Assets: $1.0 million
Frequently Asked Questions
PINNACLE WEALTH MANAGEMENT, 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 #166853), PINNACLE WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PINNACLE WEALTH MANAGEMENT, INC. is headquartered in BRIGHTON, MI.
PINNACLE WEALTH MANAGEMENT, INC. serves 70 high-net-worth clients according to their SEC filing dated March 16, 2026. View client details ↓
According to their SEC Form ADV, PINNACLE WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
PINNACLE WEALTH MANAGEMENT, INC. manages $118 million in client assets according to their SEC filing dated March 16, 2026.
According to their SEC Form ADV, PINNACLE WEALTH MANAGEMENT, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.03%
Average Client Assets: $1.0 million
Total Client Accounts: 712
Discretionary Accounts: 712
Regulatory Filings
CRD Number: 166853
Filing ID: 2072734
Last Filing Date: 2026-03-16 12:12:36