Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC (CRD# 283919) is a financial advisory firm headquartered in Dyersburg, TN. They manage $67,800,888 in 311 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Pinnacle Wealth Management, LLC
By the Numbers
-
Total Assets Under Management68MILLION
-
Total Number of Accounts311ACCOUNTS
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Average Account Value$218,009
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
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
- 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.
MO, TN, TX
Financial Advisors at Pinnacle Wealth Management, LLC
1
Karen House (CRD# 4747860) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Dyersburg, TN and has over 11 years of experience in the finance industry.
2
Jeff Rummells (CRD# 1441857) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Dyersburg, TN and has over 38 years of experience in the finance industry.
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