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Pinnacle Wealth Management Group, Inc.

● SEC registered since 2018CRD 281935SEC# 801-113407Plymouth, MI
Export (members)
Reg. AUM
$212.7M
Employees
4
Accounts
590
Location
Plymouth, MI

Pinnacle Wealth Management Group, Inc. assets under management

Pinnacle Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Plymouth, MI. The firm has been registered since 2018. It reports $212.7 million in regulatory assets under management and employs 4 people.

Pinnacle Wealth Management Group, Inc. owners & executives

2 reported
NameTitleOwnershipSince
Daniel Anthony Cesta ControlShareholder/CcoOver 75%2015
Eddison Charles Millington ControlOwner25-50%2018

Frequently asked questions

How much does Pinnacle Wealth Management Group, Inc. manage?

Pinnacle Wealth Management Group, Inc. reports $212.7 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Wealth Management Group, Inc. have?

Pinnacle Wealth Management Group, Inc. reports 4 employees.

Where is Pinnacle Wealth Management Group, Inc. located?

Pinnacle Wealth Management Group, Inc. is based in Plymouth, MI and has been SEC-registered since 2018.

Does Pinnacle Wealth Management Group, Inc. disclose fund performance?

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

Contact & registration

Address849 Penniman Suite 201, Plymouth, MI 48170
Phone734-667-5581
Fax734-667-5607
Office hours8:30 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.7M
Non-discretionary$0
Total (RAUM)$212.7M