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Pinnacle Wealth Advisors, Inc.

● SEC registered since 2019CRD 117517SEC# 801-116763Clackamas, OR
Export (members)
Reg. AUM
$461.4M
Employees
14
Accounts
2,644
Location
Clackamas, OR

Pinnacle Wealth Advisors, Inc. assets under management

Pinnacle Wealth Advisors, Inc. is an investment advisory firm registered with the SEC based in Clackamas, OR. The firm has been registered since 2019. It reports $461.4 million in regulatory assets under management and employs 14 people.
www.thinkpinnacle.com.View on SEC.gov ↗

Pinnacle Wealth Advisors, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Aaron Jacob Christopherson ControlPresidentOver 75%2019
Brian Andrew Timm ControlPrincipal/Cco10-25%2023
Randy Earl Gay ControlVice President10-25%2019

Frequently asked questions

How much does Pinnacle Wealth Advisors, Inc. manage?

Pinnacle Wealth Advisors, Inc. reports $461.4 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Wealth Advisors, Inc. have?

Pinnacle Wealth Advisors, Inc. reports 14 employees.

Where is Pinnacle Wealth Advisors, Inc. located?

Pinnacle Wealth Advisors, Inc. is based in Clackamas, OR and has been SEC-registered since 2019.

Does Pinnacle Wealth Advisors, Inc. disclose fund performance?

Pinnacle Wealth Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR 97015
Phone503-654-5100
Fax503-654-5105
Office hours8:30 - 4:30
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$404.8M
Non-discretionary$56.7M
Total (RAUM)$461.4M