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Pinnacle Wealth Management Advisory Group, LLC

● SEC registered since 2011CRD 158332SEC# 801-72657Red Bank, NJ
Export (members)
Reg. AUM
$1.96B
Employees
12
Accounts
1,799
Location
Red Bank, NJ

Pinnacle Wealth Management Advisory Group, LLC assets under management

Pinnacle Wealth Management Advisory Group, LLC is an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2011. It reports $2 billion in regulatory assets under management and employs 12 people.

Pinnacle Wealth Management Advisory Group, LLC owners & executives

6 reported
NameTitleOwnershipSince
Carmine Davino ControlChief Compliance OfficerUnder 5%2011
James F Ferrare ControlManaging MemberUnder 5%2011
Pinnacle Capital Management, LLC ControlOwner50-75%2011
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Frequently asked questions

How much does Pinnacle Wealth Management Advisory Group, LLC manage?

Pinnacle Wealth Management Advisory Group, LLC reports $2 billion in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Wealth Management Advisory Group, LLC have?

Pinnacle Wealth Management Advisory Group, LLC reports 12 employees.

Where is Pinnacle Wealth Management Advisory Group, LLC located?

Pinnacle Wealth Management Advisory Group, LLC is based in Red Bank, NJ and has been SEC-registered since 2011.

Does Pinnacle Wealth Management Advisory Group, LLC disclose fund performance?

Pinnacle Wealth Management Advisory Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address47 Reckless Place, Red Bank, NJ 07701
Phone732-450-0147
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
CIK1631864
Discloses disciplinary historyNo

Assets under management

Discretionary$1.96B
Non-discretionary$0
Total (RAUM)$1.96B