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Building 2PINNACLE WEALTH MANAGEMENT, INC.

Map pinWEST CHESTER, OH
Phone513-874-4440
NotebookSEC #801-63327
Total AUM
$502.8M
Employees
7
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9100 WEST CHESTER TOWNE CENTRE DRIVE
SUITE 225
WEST CHESTER
OH 45069
United States
Operating Hours
8:30 A.M. - 5:00 P.M. EST
Monday - Friday
Phone
513-874-4440
Other Offices
4

ReceiptFinancials

Total AUM
$502.8M
Accounts
449
Discretionary
$501.1M
Accounts
445
Non-Discretionary
$1.7M
Accounts
4

ContactClients

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Individual Clients
109
AUM
$42M
HNW Individual Clients
90
AUM
$175.7M
Pension/Profit Sharing Plan Clients
48
AUM
$282.8M
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SOLICITOR/REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOHTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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