Pinnacle Wealth Management, LLC

Pinnacle Wealth Management, LLC (CRD# 315578) is a financial advisory firm headquartered in Roseville, CA. They manage $159,061,764 in 708 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
2999 Douglas Blvd, Suite 180, Roseville, CA 95661
https://www.pinnacle-mgmt.com
By the Numbers
  • Total Assets Under Management
    159
    MILLION
  • Total Number of Accounts
    708
    ACCOUNTS
  • Average Account Value
    $224,664
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, NH, NV, OR, TX, WA

Financial Advisors at Pinnacle Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kenyon Lederer, financial advisor Roseville CA
Kenyon L. Lederer
CRD#: 2275241
2999 Douglas Blvd, Suite 180, Roseville, CA 95661

Kenyon Lederer (CRD# 2275241) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Roseville, CA and has over 31 years of experience in the finance industry.

2
Jack Zboralske, financial advisor Roseville CA
Jack R. Zboralske
CRD#: 5256952
2999 Douglas Blvd, Suite 180, Roseville, CA 95661

Jack Zboralske (CRD# 5256952) is an Investment Advisor Representative working at Pinnacle Wealth Management, LLC in Roseville, CA and has over 17 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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