← Back to searchVisit website
PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD 281935 · SEC 801-113407
849 PENNIMAN SUITE 201, PLYMOUTH, MI, 48170, United States
Phone
734-667-5581
Fax
734-667-5607
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$243.7M
Discretionary AUM
$243.5M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 124 | $50.2M |
| High net worth individuals | 79 | $192.4M |
| Pension/profit sharing plans | 4 | $403K |
| Corporations/business entities | 2 | $765K |
States served
MI, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD