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PINNACLE ADVISORS
PINNACLE WEALTH PLANNING SERVICES, INC.
CRD 106817 · SEC 801-51715
6 WEST 3RD ST., STE 100, MANSFIELD, OH, 44902, United States
Phone
419-526-5226
Fax
419-526-0323
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.14B
Discretionary AUM
$2.12B
Team
35 total employees; 19 advisory reps; 40 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 587 | $159.3M |
| High net worth individuals | 477 | $1.93B |
| Pension/profit sharing plans | 11 | $10.1M |
| Charitable organizations | 6 | $12.4M |
| Corporations/business entities | 7 | $22.7M |
States served
CA, GA, IL, KS, LA, MD, MA, MI, NY, NC, OH, PA, PR, TN, VA, MO, TX, FL
All web addresses on file
Official SEC filing: View on IAPD