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Building 2PINNACLE WEALTH ADVISORS

Map pinNASHVILLE, TN
Phone615-743-8271
NotebookSEC #801-67352
Total AUM
$936.5M
Employees
6
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
21 PLATFORM WAY S
STE 2300
NASHVILLE
TN 37203
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
615-743-8271

ReceiptFinancials

Total AUM
$936.5M
Accounts
259
Discretionary
$936.5M
Accounts
259
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
13
AUM
$10.8M
HNW Individual Clients
115
AUM
$663.9M
Banking Clients
10
AUM
$206.3M
Pension/Profit Sharing Plan Clients
1
AUM
$930.6K
Charitable Organization Clients
1
AUM
$28M
Corporation or Business Clients
5
AUM
$26.6M

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
FLTN

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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