1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PINNACLE CAPITAL MANAGEMENT LLC

Map pinCHARLOTTE, NC
Phone704-717-4848
NotebookSEC #801-57267
Total AUM
$10.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8801 J.M. KEYNES DR.
SUITE 450
CHARLOTTE
NC 28262
USA
Operating Hours
9:00AM - 4:00PM
Monday - Friday
Phone
704-717-4848

ReceiptFinancials

Total AUM
$10.4M
Accounts
150
Discretionary
$7.2M
Accounts
138
Non-Discretionary
$3.2M
Accounts
12

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

View all affiliates →

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

Feature requires an account