Pinnacle Asset Management, Inc.

Pinnacle Asset Management, Inc. (CRD# 169182) is a financial advisory firm headquartered in Roseville, CA. They manage $125,000,000 in 742 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    742
    ACCOUNTS
  • Average Account Value
    $168,464
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Pinnacle Asset Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Kenyon L. Lederer
CRD#: 2275241
2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
96
Wealthminder
score

Kenyon Lederer (CRD# 2275241) is an Investment Advisor Representative working at Pinnacle Asset Management, Inc. in Roseville, CA and has over 24 years of experience in the finance industry. Kenyon Lederer has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jack R. Zboralske
CRD#: 5256952
2271 Lava Ridge Court, Suite 200, Roseville, CA 95661
93
Wealthminder
score

Jack Zboralske (CRD# 5256952) is an Investment Advisor Representative working at Pinnacle Asset Management, Inc. in Roseville, CA and has over 9 years of experience in the finance industry.

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