| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Jospeh Heichel | Co-Trustee Of The Adam J. Heichel Irrevocable Trust Dated 2020 | 10-25% | 2020 |
| Adam Jospeh Heichel | Co-Trustee Of The Adam J. Heichel Irrevocable Trust Dated 2010 | 5-10% | 2010 |
| David William Heichel Control | Co-Trustee Of The Jennifer S. Henderdson Irrevocable Trust Dated 2020 And The David W. Heichel Irrevocable Trust Dated 2020 | 10-25% | 2020 |
Pinnacle Wealth Planning Services, Inc. reports $1.9 billion in regulatory assets under management on its Form ADV.
Pinnacle Wealth Planning Services, Inc. reports 35 employees.
Pinnacle Wealth Planning Services, Inc. is based in Mansfield, OH and has been SEC-registered since 1996.
Pinnacle Wealth Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6 West 3rd St., Ste 100, Mansfield, OH 44902 |
| Phone | 419-526-5226 |
| Fax | 419-526-0323 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1726752 |
| Discloses disciplinary history | No |
| Discretionary | $1.91B |
| Non-discretionary | $26.9M |
| Total (RAUM) | $1.94B |