Thomas Marchozzi Financial Planning, Inc is listed as Owner at Pinnacle Strategic Wealth Management, LLC. in King of Prussia, PA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Pinnacle Strategic Wealth Management, LLC.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Thomas Marchozzi Financial Planning, Inc work?
Thomas Marchozzi Financial Planning, Inc is listed as Owner at Pinnacle Strategic Wealth Management, LLC. on SEC Form ADV.
How much of Pinnacle Strategic Wealth Management, LLC. does Thomas Marchozzi Financial Planning, Inc own?
Form ADV reports a beneficial ownership band of 50-75%.