Pinnacle Asset Management, Inc.
Pinnacle Asset Management, Inc. (CRD# 169182) is a financial advisory firm headquartered in Roseville, CA. They manage $134,411,456 in 654 accounts and serve the financial needs of clients across 7 states (or territories).
Total Assets Under Management134MILLION
Total Number of Accounts654ACCOUNTS
Average Account Value$205,522
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
AZ, CA, NH, NV, OR, TX, WA
Kenyon Lederer (CRD# 2275241) is an Investment Advisor Representative working at Pinnacle Asset Management, Inc. in Roseville, CA and has over 25 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.
Jack Zboralske (CRD# 5256952) is an Investment Advisor Representative working at Pinnacle Asset Management, Inc. in Roseville, CA and has over 11 years of experience in the finance industry.