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Building 2PINNACLE WEALTH MANAGEMENT, INC.

Map pinBRIGHTON, MI
Phone810-220-6322
NotebookSEC #801-125967
Total AUM
$118.1M
Employees
4
Clients
271

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
7600 GRAND RIVER
SUITE 220
BRIGHTON
MI 48114
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Phone
810-220-6322

ReceiptFinancials

Total AUM
$118.1M
Accounts
712
Discretionary
$118.1M
Accounts
712
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$44.9M
HNW Individual Clients
70
AUM
$73.3M

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMITX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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