PINNACLE ADVISORS - Financial Advisor in Ohio, Mansfield

Tel: 419-526-5226 6 West 3rd St. Ste 100 Mansfield, Ohio 44902

About PINNACLE ADVISORS

PINNACLE ADVISORS is a Mansfield, Ohio based financial advisory firm with nearly $1,728,525,085 in assets under management and provides investment advisory services for 2850 clients. There are currently 30 financial advisors at the firm.

General Information

Firm CRD#:

106817

Firm SEC#:

801-51715

Assets Under Management:

$1,728,525,085

No. of Clients:

2850

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Top Financial Advisory Firms in Ohio, Mansfield

FirmCRD#:286093

SEC#:801-118404

No. of Advisors:33

No. of Clients:7714

AUM:$513,028,918

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

WHITAKER-MYERS WEALTH MANAGERS, LTD.

286093

801-118404

7714

$513,028,918

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