PINNACLE WEALTH ADVISORS, LLC
Doing business as PINNACLE WEALTH ADVISORS. SEC Form ADV profile.
Total regulatory AUM
$549,709,723
Discretionary
$513,476,194
Non-discretionary
$36,233,529
Firm details
- CRD number
- 117517
- SEC file number
- 801-116763
- Main office
- CLACKAMAS, OR, United States
- Employees
- 21
- SEC status
- Approved
- Website
- HTTPS://WWW.THINKPINNACLE.COM.
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.