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Pinnacle Wealth Management Partners, Inc.

● SEC registered since 2022CRD 166853SEC# 801-125967Brighton, MI
Export (members)
Reg. AUM
$122M
Employees
6
Accounts
341
Location
Brighton, MI

Pinnacle Wealth Management Partners, Inc. assets under management

Pinnacle Wealth Management Partners, Inc. is an investment advisory firm registered with the SEC based in Brighton, MI. The firm has been registered since 2022. It reports $122 million in regulatory assets under management and employs 6 people.
www.pinnaclewealthonline.comView on SEC.gov ↗

Pinnacle Wealth Management Partners, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Andrew Samuel Perri ControlPresident And Chief Compliance OfficerOver 75%2009

Frequently asked questions

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

Pinnacle Wealth Management Partners, Inc. reports $122 million in regulatory assets under management on its Form ADV.

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

Pinnacle Wealth Management Partners, Inc. reports 6 employees.

Where is Pinnacle Wealth Management Partners, Inc. located?

Pinnacle Wealth Management Partners, Inc. is based in Brighton, MI and has been SEC-registered since 2022.

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

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

Contact & registration

Address7600 Grand River, Suite 220, Brighton, MI 48114
Phone810-220-6322
Fax810-220-8415
Office hours8:30 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122M
Non-discretionary$0
Total (RAUM)$122M