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PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

dba PINNACLE WEALTH MANAGEMENT, INC. · CRD 166853 · Registered Investment Adviser

PINNACLE WEALTH MANAGEMENT PARTNERS, INC. is a Registered Investment Adviser headquartered in BRIGHTON, MI. The firm reports $118,144,700 in regulatory assets under management across 712 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$118,144,700
Non-discretionary$0
Total RAUM$118,144,700
Accounts712

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 166853. adviserinfo.sec.gov/firm/summary/166853.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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