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 ?
$721.81 mm
(as of 3 Feb 23)
Accounts
261
(as of 3 Feb 23)
Employees
5
(4 investment advisory or research)
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
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
13F-HR
Quarterly holdings report by institutional manager
21 Jul 21
13F-NT
Notice of holdings reported by another manager
16 Apr 21
13F-NT
Notice of holdings reported by another manager
13 Jan 21
13F-NT
Notice of holdings reported by another manager
27 Oct 20