Pinnacle Wealth Management, LLC
Firm details
- Headquarters
- Dyersburg, Tennessee
- CRD number
- 283919
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Other
- Client types
- HNWI66.56%
- Individuals33.44%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Pinnacle Wealth Management, LLC is an independent, owner-operated registered investment adviser that works primarily with individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, advisory services to businesses or institutions, and the selection of third-party advisers when appropriate. Its fee structure includes a percentage of assets under management, hourly charges, and other fee arrangements. The adviser identifies itself as a capital allocator and does not list active ESG strategies.
Assets & Accounts
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 Funds80%
- Investment Grade Corp Bonds6%
- Exchange Traded Equities5%
- State & Local Bonds4%
- Cash & Cash Equivalents4%
Contacts
2 of 2Karen House
Managing MemberCRD 4747860
Jeff Rummells
Investment Advisor RepresentativeCRD 1441857
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Dyersburg, TN
Dyer
Location
Dyersburg, TN
Headquartered in Dyersburg, TN, in the South of the United States.
- Region
- South
- County
- Dyer
- Address
- 600 Us Highway 51 Byp E
- Time zone
- CT (UTC-6)
- Office locations
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