Pinnacle Wealth Advisors
Pinnacle Wealth Advisors (CRD# 117517) is a financial advisory firm headquartered in Clackamas, OR. They manage $202,077,603 in 464 accounts and serve the financial needs of clients across 7 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management202MILLION
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Total Number of Accounts464ACCOUNTS
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Average Account Value$435,512
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
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, FL, ID, OR, TX, WA
Financial Advisors at Pinnacle Wealth Advisors
1
Tyler Nagel (CRD# 2809731) is an Investment Advisor Representative working at Pinnacle Wealth Advisors in Clackamas, OR and has over 27 years of experience in the finance industry.
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