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Building 2PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)

Map pinSHREVEPORT, LA
Phone318-221-7526
NotebookSEC #801-113976
Total AUM
$156.4M
Employees
2
Clients
240

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2020 LINE AVENUE
SHREVEPORT
LA 71104-2125
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
318-221-7526

ReceiptFinancials

Total AUM
$156.4M
Accounts
281
Discretionary
$2.3M
Accounts
18
Non-Discretionary
$154.1M
Accounts
263

ContactClients

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Individual Clients
172
AUM
$58.6M
HNW Individual Clients
61
AUM
$76.3M
Pension/Profit Sharing Plan Clients
4
AUM
$9.4M
Corporation or Business Clients
3
AUM
$12.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
NEGOTIABLE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
LATX

HandshakeAffiliates

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

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