Pinnacle Wealth Advisors
Pinnacle Wealth Advisors (CRD# 132634) is a financial advisory firm headquartered in Nashville, TN. They manage $817,024,150 in 264 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management817MILLION
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Total Number of Accounts264ACCOUNTS
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Average Account Value$3,094,788
- 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
- Selection of other advisers (including private fund managers)
FL, TN
David James (CRD# 1843062) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 30 years of experience in the finance industry.
Nathan Kurita (CRD# 4494159) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 21 years of experience in the finance industry.
Charles Poston (CRD# 6836652) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Nashville, TN and has over 6 years of experience in the finance industry.