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PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD 109965 · SEC 801-113976
2020 LINE AVENUE, SHREVEPORT, LA, 71104-2125, United States
Phone
318-221-7526
Fax
318-221-7527
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$156.4M
Discretionary AUM
$2.3M
Team
2 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; NEGOTIABLE FEES
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 172 | $58.6M |
| High net worth individuals | 61 | $76.3M |
| Pension/profit sharing plans | 4 | $9.4M |
| Corporations/business entities | 3 | $12.1M |
States served
LA, TX
All web addresses on file
Official SEC filing: View on IAPD