PINNACLE WEALTH PLANNING SERVICES, INC.
Doing business as PINNACLE ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$2,136,474,646
Discretionary
$2,120,981,548
Non-discretionary
$15,493,098
Firm details
- CRD number
- 106817
- SEC file number
- 801-51715
- Main office
- MANSFIELD, OH, United States
- Employees
- 35
- SEC status
- Approved
- Website
- HTTP://PINNACLEADVISORS.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.