Pinnacle Advisors

Pinnacle Advisors (CRD# 106817) is a financial advisory firm headquartered in Mansfield, OH. They manage $1,728,525,085 in 2,850 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
6 West 3rd St., Ste 100, Mansfield, OH 44902
http://pinnacleadvisors.com/
By the Numbers
  • Total Assets Under Management
    1,729
    MILLION
  • Total Number of Accounts
    2,850
    ACCOUNTS
  • Average Account Value
    $606,500
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • 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.

CA, FL, IL, LA, MD, NC, NY, OH, PR, TX, VA

Financial Advisors at Pinnacle Advisors
Showing 11 - 12 of 12 top financial advisors.
11
Scott Brihn, financial advisor Mansfield OH
Scott M. Brihn
CRD#: 7690016
6 West 3rd St., Ste 100, Mansfield, OH 44902

Scott Brihn (CRD# 7690016) is an Investment Advisor Representative working at Pinnacle Advisors in Mansfield, OH and has over 2 years of experience in the finance industry.

12
Kory Wiita, financial advisor Medina OH
Kory J. Wiita
CRD#: 7464143
1684 Medina Road, Suite 100, Medina, OH 44256

Kory Wiita (CRD# 7464143) is an Investment Advisor Representative working at Pinnacle Advisors in Medina, OH and has 1 year of experience in the finance industry.

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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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