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Building 2PINNACLE ASSET MANAGEMENT, INC.

Map pinROSEVILLE, CA
Phone916-772-0807
NotebookSEC #801-78656
Total AUM
$133.1M
Employees
6
Clients
453

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2271 LAVA RIDGE COURT
SUITE 200
ROSEVILLE
CA 95661
United States
Operating Hours
8:00 AM - 5:00PM
Monday - Friday
Phone
916-772-0807

ReceiptFinancials

Total AUM
$133.1M
Accounts
671
Discretionary
$133.1M
Accounts
671
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
413
AUM
$88.5M
HNW Individual Clients
40
AUM
$44.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCANHNVORTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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