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PINNACLE WEALTH MANAGEMENT, INC.
PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD 166853 · SEC 801-125967
7600 GRAND RIVER, SUITE 220, BRIGHTON, MI, 48114, United States
Phone
810-220-6322
Fax
810-220-8415
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$118.1M
Discretionary AUM
$118.1M
Team
4 total employees; 4 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingEducational seminarsADVISORY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $44.9M |
| High net worth individuals | 70 | $73.3M |
States served
MI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD