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KM&M PINNACLE, LTD.

CRD 121103

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590 LEXINGTON AVE., MANSFIELD, OH, 44907, United States

Phone

419-756-3211

Fax

419-756-8311

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

All web addresses on file

Official SEC filing: View on IAPD