Pinnacle Wealth Management, Inc.
Firm details
- Headquarters
- Brighton, Michigan
- CRD number
- 166853
- Registered since
- June 27, 2022
- Website
- pinnaclewealthonline.com
- Custodians
- CHARLES SCHWAB & CO., INC., GOLDMAN SACHS CUSTODY SOLUTIONS
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI62.03%
- Individuals37.97%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinnacle Wealth Management, Inc. is an independent SEC-registered investment adviser (registered in 2022) operating as a corporation owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops. Its fee model includes asset-based fees alongside hourly and fixed-fee engagements. The firm is not positioned as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities49%
- Public Funds/Mutual Funds40%
- Cash & Cash Equivalents11%
Contacts
3 of 4
Eve Gaiser
Director of OperationsCRD 6182172
Paul Day
Investment Advisor RepresentativeCRD 6525708
Mark Wojno
Investment AdvisorCRD 5623841
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Brighton, MI
Livingston
Location
Brighton, MI
Headquartered in Brighton, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Livingston
- Address
- 7600 Grand River Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Strickler Investment Services, LLC
RIABrighton, MI
A Smarter Way To Invest
RIABrighton, MI
Old Oak Financial Planning, Inc.
RIABrighton, MI
Patrick Financial Group LLC
RIABrighton, MI
Wealth & Wellness Group, LLC
RIABrighton, MI
Simplyria Advisor Network
RIABrighton, MI