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Pinnacle Asset Management Group, Corporation (inc.)

● SEC registered since 2018CRD 109965SEC# 801-113976Shreveport, LA
Export (members)
Reg. AUM
$131.5M
Employees
3
Accounts
232
Location
Shreveport, LA

Pinnacle Asset Management Group, Corporation (inc.) assets under management

Pinnacle Asset Management Group, Corporation (inc.) is an investment advisory firm registered with the SEC based in Shreveport, LA. The firm has been registered since 2018. It reports $131.5 million in regulatory assets under management and employs 3 people.
www.planwithpamg.comView on SEC.gov ↗

Pinnacle Asset Management Group, Corporation (inc.) owners & executives

2 reported
NameTitleOwnershipSince
Christina M DecharlesPartner10-25%2004
Diana Marie Decharles ControlPartner And Chief Compliance OfficerOver 75%1996

Frequently asked questions

How much does Pinnacle Asset Management Group, Corporation (inc.) manage?

Pinnacle Asset Management Group, Corporation (inc.) reports $131.5 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Asset Management Group, Corporation (inc.) have?

Pinnacle Asset Management Group, Corporation (inc.) reports 3 employees.

Where is Pinnacle Asset Management Group, Corporation (inc.) located?

Pinnacle Asset Management Group, Corporation (inc.) is based in Shreveport, LA and has been SEC-registered since 2018.

Does Pinnacle Asset Management Group, Corporation (inc.) disclose fund performance?

Pinnacle Asset Management Group, Corporation (inc.) is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2020 Line Avenue, Shreveport, LA 71104-2125
Phone318-221-7526
Fax318-221-7527
Office hours9:00a.m. To 5:00p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$9.4M
Non-discretionary$122.1M
Total (RAUM)$131.5M