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Building 2PINNACLE WEALTH MANAGEMENT GROUP, INC.

Map pinPLYMOUTH, MI
Phone734-667-5581
NotebookSEC #801-113407
Total AUM
$243.7M
Employees
4
Clients
209

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
849 PENNIMAN SUITE 201
PLYMOUTH
MI 48170
United States
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
734-667-5581

ReceiptFinancials

Total AUM
$243.7M
Accounts
618
Discretionary
$243.5M
Accounts
617
Non-Discretionary
$231.1K
Accounts
1

ContactClients

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Individual Clients
124
AUM
$50.2M
HNW Individual Clients
79
AUM
$192.4M
Pension/Profit Sharing Plan Clients
4
AUM
$402.8K
Corporation or Business Clients
2
AUM
$765K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMINYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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