Pinnacle Strategic Wealth Management, LLC

Pinnacle Strategic Wealth Management, LLC (CRD# 155652) is a financial advisory firm headquartered in King Of Prussia, PA. They manage $77,500,000 in 343 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
630 Freedom Business Center, Third Floor, King Of Prussia, PA 19406
By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    343
    ACCOUNTS
  • Average Account Value
    $225,948
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Pinnacle Strategic Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Marchozzi, financial advisor King Of Prussia PA
Thomas Marchozzi
CRD#: 4933227
630 Freedom Business Center, Third Floor, King Of Prussia, PA 19406

Thomas Marchozzi (CRD# 4933227) is an Investment Advisor Representative working at Pinnacle Strategic Wealth Management, LLC in King Of Prussia, PA and has over 18 years of experience in the finance industry.

2
Michael Schimek, financial advisor King Of Prussia PA
Michael A. Schimek
CRD#: 4622472
630 Freedom Business Center, Third Floor, King Of Prussia, PA 19406

Michael Schimek (CRD# 4622472) is an Investment Advisor Representative working at Pinnacle Strategic Wealth Management, LLC in King Of Prussia, PA and has over 21 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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