Pinnacle Wealth Management is an investment advisor in Plymouth with $180.34 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
202649634
SEC advisor number
801-113407
FINRA CRD number
281935
AUM ?
$163.97 mm
(as of 27 Mar 24)
Accounts
528
(as of 27 Mar 24)
Employees
4
(2 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
24 Apr 24
13F-HR
Quarterly holdings report by institutional manager
17 Jan 24
13F-HR
Quarterly holdings report by institutional manager
11 Oct 23
13F-HR
Quarterly holdings report by institutional manager
10 Jul 23
13F-HR/A
Quarterly holdings report by institutional manager (amended)
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
26 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Jan 23
13F-HR
Quarterly holdings report by institutional manager
7 Oct 22
13F-HR
Quarterly holdings report by institutional manager
2 Aug 22
13F-HR
Quarterly holdings report by institutional manager
21 Apr 22