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Building 2PINNACLE WEALTH MANAGEMENT, LLC

Map pinROSEVILLE, CA
Phone916-772-0807
NotebookSEC #801-122002
Total AUM
$211.1M
Employees
5
Clients
458

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2999 DOUGLAS BLVD
SUITE 180
ROSEVILLE
CA 95661
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
916-772-0807
Other Offices
4

ReceiptFinancials

Total AUM
$211.1M
Accounts
767
Discretionary
$211.1M
Accounts
767
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
396
AUM
$110.6M
HNW Individual Clients
62
AUM
$100.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOIDNHNVORTXWA

HandshakeAffiliates

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

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