Pinnacle Wealth Management Group, Inc.
Pinnacle Wealth Management Group, Inc. (CRD# 281935) is a financial advisory firm headquartered in Plymouth, MI. They manage $100,000,700 in 423 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management100MILLION
Total Number of Accounts423ACCOUNTS
Average Account Value$236,408
- 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
FL, MI, NY, PA
Joseph Ashmore (CRD# 6585271) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has 1 year of experience in the finance industry.
Daniel Cesta (CRD# 2763334) is an Investment Advisor Representative working at Pinnacle Wealth Management Group, Inc. in Plymouth, MI and has over 20 years of experience in the finance industry. Daniel Cesta 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.