PINNACLE WEALTH MANAGEMENT, LLC - Financial Advisor in California, Roseville

Tel: 916-772-0807 2999 Douglas Blvd Suite 180 Roseville, California 95661

About PINNACLE WEALTH MANAGEMENT, LLC

PINNACLE WEALTH MANAGEMENT, LLC is a Roseville, California based financial advisory firm with nearly $181,677,991 in assets under management and provides investment advisory services for 728 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

315578

Firm SEC#:

801-122002

Assets Under Management:

$181,677,991

No. of Clients:

728

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

CAPITAL PLANNING ADVISORS LLC

170266

801-79170

1144

$1,376,377,609

PROTECTION POINT ADVISORS

291805

801-113898

1406

$548,304,123

HANSEN & ASSOCIATES FINANCIAL GROUP INC.

168363

801-122580

1114

$204,488,383

BULMAN WEALTH GROUP

313552

801-124893

1030

$200,597,015

WE ALLIANCE WEALTH ADVISORS, INC.

175405

801-113406

318

$196,788,081

STAINES FINANCIAL, LLC

299405

801-114428

359

$181,880,836

STERLING RETIREMENT GROUP OF SACRAMENTO

168397

801-127819

663

$161,000,000

DIMENSIONS WEALTH MANAGEMENT, LLC

298928

801-123725

359

$139,279,096

DCA FAMILY OFFICE, LLC

322047

801-128127

$138,510,973

FC360 WEALTH MANAGEMENT, INC.

171788

801-121040

727

$113,486,163

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