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PINNACLE ADVISORS
MANSFIELD, OH
419-526-5226
SEC #801-51715Total AUM
$2.1B
Employees
35Clients
1,093Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 WEST 3RD ST.
STE 100
MANSFIELD
OH 44902
United States
STE 100
MANSFIELD
OH 44902
United States
Operating Hours
8:30 AM TO 5:00 PM
Monday - Friday
Monday - Friday
Phone
419-526-5226
Other Offices
6
Financials
Total AUM
$2.1B
Accounts
3,994Discretionary
$2.1B
Accounts
3,966Non-Discretionary
$15.5M
Accounts
28
Clients
Individual Clients
587AUM
$159.3M
HNW Individual Clients
477AUM
$1.9B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
11AUM
$10.1M
Charitable Organization Clients
6AUM
$12.4M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
7AUM
$22.7M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CAFLGAILKSLAMAMDMIMONCNYOHPRTNTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.