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Building 2PINNACLE WEALTH ADVISORS

Map pinCLACKAMAS, OR
Phone503-654-5100
NotebookSEC #801-113293
Total AUM
$111.6M
Employees
5
Clients
329

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9200 SE SUNNYBROOK BLVD. STE 170
STE 170
CLACKAMAS
OR 97015
United States
Operating Hours
8.30 - 4.30
Monday - Friday
Phone
503-654-5100

ReceiptFinancials

Total AUM
$111.6M
Accounts
329
Discretionary
$95.7M
Accounts
321
Non-Discretionary
$15.9M
Accounts
8

ContactClients

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Individual Clients
289
AUM
$56.3M
HNW Individual Clients
32
AUM
$39.4M
Pension/Profit Sharing Plan Clients
8
AUM
$15.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ONE TIME $375 SET UP FEE.

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Violation Finding
State Registrations
ORWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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