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PINNACLE WEALTH ADVISORS
CLACKAMAS, OR
503-654-5100
SEC #801-116763Total AUM
$549.7M
Employees
21Clients
832Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
9200 SE SUNNYBROOK BOULEVARD
SUITE 170
CLACKAMAS
OR 97015
United States
SUITE 170
CLACKAMAS
OR 97015
United States
Operating Hours
8:30 - 4:30
Monday - Friday
Monday - Friday
Phone
503-654-5100
Other Offices
3
Financials
Total AUM
$549.7M
Accounts
2,956Discretionary
$513.5M
Accounts
2,926Non-Discretionary
$36.2M
Accounts
30
Clients
Individual Clients
736AUM
$273.1M
HNW Individual Clients
74AUM
$200.6M
Pooled Vehicle Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
18AUM
$74M
Charitable Organization Clients
3AUM
$2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLIDNEORTXWA
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.