Pinnacle Wealth Planning Services is an investment advisor in Mansfield with $1.99 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
341431326
SEC advisor number
801-51715
FINRA CRD number
106817
AUM ?
$1.61 bn
(as of 27 Mar 23)
Accounts
2,743
(as of 27 Mar 23)
Employees
25
(13 investment advisory or research)
Address
Pinnacle Wealth Planning Services
6 W. 3RD STREET
SUITE 100
MANSFIELD
OH 44902
6 W. 3RD STREET
SUITE 100
MANSFIELD
OH 44902
Phone
419-526-5226
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
7 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
3 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 Apr 22
13F-HR
Quarterly holdings report by institutional manager
21 Jan 22
13F-HR
Quarterly holdings report by institutional manager
29 Oct 21