Pinnacle Asset Management

Pinnacle Asset Management (CRD# 127928) is a financial advisory firm headquartered in , . They manage $1,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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.

CT

Financial Advisors at Pinnacle Asset Management
Showing 1 - 1 of 1 top financial advisors.
1
Roger J. Forte
CRD#: 2139958
Easton, CT
93
Wealthminder
score

Roger Forte (CRD# 2139958) is an Investment Advisor Representative working at Pinnacle Asset Management in Easton, CT and has over 25 years of experience in the finance industry.

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