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).

By the Numbers
  • Total Assets Under Management
    100
    MILLION
  • Total Number of Accounts
    423
    ACCOUNTS
  • Average Account Value
    $236,408
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
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.

FL, MI, NY, PA

Financial Advisors at Pinnacle Wealth Management Group, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Joseph R. Ashmore
CRD#: 6585271
849 Penniman Suite 201, Plymouth, MI 48170
90
Wealthminder
score

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.

2
Daniel A. Cesta
CRD#: 2763334
849 Penniman Suite 201, Plymouth, MI 48170
86
Wealthminder
score

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.

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