Pinnacle Wealth Advisors is an investment advisor in Nashville with $721.81 mm assets under management.
Company profile
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
201492032
SEC advisor number
801-67352
FINRA CRD number
132634
AUM ?
$817.02 mm
(as of 26 Mar 24)
Accounts
264
(as of 26 Mar 24)
Employees
6
(3 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-NT
Notice of holdings reported by another manager
22 Jan 24
13F-NT
Notice of holdings reported by another manager
3 Nov 23
13F-NT
Notice of holdings reported by another manager
7 Aug 23
13F-NT
Notice of holdings reported by another manager
26 Apr 23
13F-NT
Notice of holdings reported by another manager
3 Feb 23
13F-NT
Notice of holdings reported by another manager
31 Oct 22
13F-NT
Notice of holdings reported by another manager
29 Jul 22
13F-NT
Notice of holdings reported by another manager
2 May 22
13F-NT
Notice of holdings reported by another manager
1 Feb 22
13F-NT
Notice of holdings reported by another manager
26 Oct 21