The PINNACLE WEALTH ADVISORS is a privately held investment adviser that advises $936.28mn in regulatory assets under management held in 0 SEC fund types across 2 investment strategies. PINNACLE WEALTH ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 12.83% over the last 5-years.
The Group has been registered with the SEC for 37.38 years and is comprised of 2 filing and 0 relying advisers. They operate out of 6 office locations with their Headquarters at 9200 SE SUNNYBROOK BOULEVARD SUITE 170, CLACKAMAS, OREGON. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 30 employees comprised of 21 investment and 9 non-investment staff. The total number of Employees increased by 25% over the last 5-years.
Their $936.28mn in assets advised are owned by 1 private fund, 2 public funds and BDCs and 39 other accounts. Assets of High Net Worth Individuals clients own $397.22mn or 42.43% of Total Assets and Individuals own $292.2mn or 31.21% of Total Assets.
The Group's top investment strategies include Long/Short Equity and Multi Strat, representing 80.95% and 19.05% of total assets, respectively.
They advise 8 types of clients, top clients are High Net Worth Individuals and Individuals.
The Group uses 1 Fund Administrators, 1 Fund Auditors, 0 Prime Brokers, 1 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
PINNACLE WEALTH ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.