Pinnacle Wealth Management Group, Inc.
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 281935
- Registered since
- June 8, 2018
- Website
- www.pwmgi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.93%
- Individuals20.59%
- Corporations / Businesses0.31%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pinnacle Wealth Management Group, Inc. is an SEC-registered advisory corporation (registered in 2018) that serves both individual/family and institutional clients. The firm is owned by an individual and focuses on financial planning and portfolio management for individuals and small businesses. Its fee model includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Pinnacle maintains affiliations across the financial services ecosystem, including relationships with a broker-dealer, another investment adviser, accounting professionals, and an insurance company. The firm does not characterize itself as an active ESG investor and is not designated a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities26%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Contacts
3 of 4
Daniel Cesta
PresidentCRD 2763334
Robert Murphy
Senior Client Service SpecialistCRD 5530860
Kendra McKinney
Vice President of Wealth ManagementCRD 6857204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 72Active vs passive
$173M in ETFs
62%
$108M
36%
$65.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND (VXUS) | Vanguard | Passive | Foreign Large Blend | $11.5M | 134,548 | 6.64% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 849 Penniman Ave
- Time zone
- ET (UTC-5)
- Office locations
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