Pinnacle Wealth Management Advisory is an investment advisor in Red Bank with $1.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
900729936
SEC advisor number
801-72657
FINRA CRD number
158332
AUM ?
$1.17 bn
(as of 1 Nov 22)
Accounts
1,178
(as of 1 Nov 22)
Employees
13
(13 investment advisory or research)
Address
Pinnacle Wealth Management Advisory
47 RECKLESS PLACE
RED BANK
NJ 07701
47 RECKLESS PLACE
RED BANK
NJ 07701
Office hours
Monday - Friday, 9:00AM-5:00PM
Phone
732-450-0147
Brochures
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Ferrare, James, F | Managing Member | 06/2011 | < 5% |
| Pinnacle Capital Management, LLC | Owner | 05/2011 | 50-75% |
| Davino, Carmine | Chief Compliance Officer | 06/2011 | < 5% |
| Ferrare, James, F | Managing Member | 06/2011 | > 75% |
| Withum, Smith & Brown, P.C. | Member | 10/1998 | > 75% |
| WS+B Financial Services Group LLC | Owner | 07/2011 | 25-50% |
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 Oct 24
13F-HR
Quarterly holdings report by institutional manager
25 Jul 24
13F-HR
Quarterly holdings report by institutional manager
7 Feb 24
13F-HR
Quarterly holdings report by institutional manager
25 Oct 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
4 May 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
1 Aug 22
13F-HR
Quarterly holdings report by institutional manager
5 May 22