PINNACLE ADVISORY GROUP, INC.
CRD #107757 SEC #801-43156 COLUMBIA, MD 410-995-6630
SEC Registered
Total AUM
$2.3B
Discretionary
$2.3B
Employees
45
Clients
--
Accounts
5,742
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $2.3B | $2.3B | $0 | 45 | 13 |
| Nov 2020 | $2.1B | $2.1B | $0 | 48 | 15 |
| Oct 2020 | $2.1B | $2.1B | $0 | 48 | 15 |
| Jul 2020 | $2.1B | $2.1B | $0 | 48 | 15 |
| Jun 2020 | $2.1B | $2.1B | $0 | 48 | 15 |
| Mar 2020 | $2.1B | $2.1B | $0 | 48 | 15 |
| Jan 2020 | $2B | $2B | $0 | 50 | 6 |
| Jan 2020 | $2B | $2B | $0 | 50 | 6 |
| Nov 2019 | $2B | $2B | $0 | 50 | 6 |
| May 2019 | $2B | $2B | $0 | 50 | 6 |
| Mar 2019 | $2B | $2B | $0 | 50 | 6 |
| Jan 2019 | $2.1B | $2.1B | $0 | 54 | 3 |
| Dec 2018 | $2.1B | $2.1B | $0 | 54 | 3 |
| Jun 2018 | $2.1B | $2.1B | $0 | 54 | 3 |
| Mar 2018 | $2.1B | $2.1B | $0 | 54 | 3 |
| Aug 2017 | $1.9B | $1.9B | $0 | 52 | 1,200 |
| Mar 2017 | $1.8B | $1.8B | $0 | 52 | 1,200 |
| Oct 2016 | $1.6B | $1.6B | $0 | 51 | 1,000 |
| Sep 2016 | $1.6B | $1.6B | $0 | 51 | 1,000 |
| Aug 2016 | $1.6B | $1.6B | $0 | 51 | 1,000 |
| Mar 2016 | $1.6B | $1.6B | $0 | 51 | 1,000 |
| Mar 2016 | $1.4B | $1.4B | $0 | 49 | 900 |
| Sep 2015 | $1.4B | $1.4B | $0 | 49 | 900 |
| Mar 2015 | $1.4B | $1.4B | $0 | 38 | 900 |
| Mar 2014 | $1.2B | $1.2B | $0 | 33 | 800 |
| May 2013 | $1B | $1B | $0 | 30 | 700 |
| Feb 2013 | $1B | $1B | $0 | 30 | 700 |
| Oct 2012 | $896.7M | $896.7M | $0 | 11 | 700 |
| Mar 2012 | $896.7M | $896.7M | $0 | 11 | 700 |
| Nov 2011 | $864M | $864M | $0 | -- | -- |
| Jun 2011 | $864M | $864M | $0 | -- | -- |
| Mar 2011 | $864M | $864M | $0 | -- | -- |
| Feb 2011 | $864M | $864M | $0 | -- | -- |
| Oct 2010 | $653.7M | $653.7M | $0 | -- | -- |
| Oct 2010 | $653.7M | $653.7M | $0 | -- | -- |
| Aug 2010 | $653.7M | $653.7M | $0 | -- | -- |
| Jul 2010 | $653.7M | $653.7M | $0 | -- | -- |
| Jun 2010 | $653.7M | $653.7M | $0 | -- | -- |
| Jan 2008 | $624.8M | $624.8M | $0 | -- | -- |
| May 2007 | $531.4M | $531.4M | $0 | -- | -- |
| Feb 2007 | $539.3M | $531.4M | $7.9M | -- | -- |
| Jan 2007 | $539.3M | $531.4M | $7.9M | -- | -- |
| Jan 2006 | $422M | $416.4M | $5.6M | -- | -- |
| Jan 2006 | $385M | $380M | $5M | -- | -- |
| Feb 2005 | $330M | $325M | $5M | -- | -- |
| Jan 2005 | $223M | $220M | $3M | 10 | -- |
| Jan 2005 | $178M | $175M | $3M | 10 | -- |
| Jul 2004 | $300M | $250M | $50M | -- | -- |
| Jun 2004 | $300M | $250M | $50M | -- | -- |
| Apr 2002 | $200M | $150M | $50M | 10 | -- |
| Aug 2001 | $184M | $180M | $4M | 10 | -- |
DateMar 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees45
Clients13
DateNov 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees48
Clients15
DateOct 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees48
Clients15
DateJul 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees48
Clients15
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees48
Clients15
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees48
Clients15
DateJan 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees50
Clients6
DateJan 2020
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees50
Clients6
DateNov 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees50
Clients6
DateMay 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees50
Clients6
DateMar 2019
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees50
Clients6
DateJan 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients3
DateDec 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients3
DateJun 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients3
DateMar 2018
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees54
Clients3
DateAug 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees52
Clients1,200
DateMar 2017
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees52
Clients1,200
DateOct 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients1,000
DateSep 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients1,000
DateAug 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients1,000
DateMar 2016
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees51
Clients1,000
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees49
Clients900
DateSep 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees49
Clients900
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees38
Clients900
DateMar 2014
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees33
Clients800
DateMay 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees30
Clients700
DateFeb 2013
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees30
Clients700
DateOct 2012
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees11
Clients700
DateMar 2012
Total AUM$896.7M
Discretionary$896.7M
Non-Disc.$0
Employees11
Clients700
DateNov 2011
Total AUM$864M
Discretionary$864M
Non-Disc.$0
Employees--
Clients--
DateJun 2011
Total AUM$864M
Discretionary$864M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$864M
Discretionary$864M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$864M
Discretionary$864M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$653.7M
Discretionary$653.7M
Non-Disc.$0
Employees--
Clients--
DateOct 2010
Total AUM$653.7M
Discretionary$653.7M
Non-Disc.$0
Employees--
Clients--
DateAug 2010
Total AUM$653.7M
Discretionary$653.7M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$653.7M
Discretionary$653.7M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$653.7M
Discretionary$653.7M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$624.8M
Discretionary$624.8M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$531.4M
Discretionary$531.4M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$539.3M
Discretionary$531.4M
Non-Disc.$7.9M
Employees--
Clients--
DateJan 2007
Total AUM$539.3M
Discretionary$531.4M
Non-Disc.$7.9M
Employees--
Clients--
DateJan 2006
Total AUM$422M
Discretionary$416.4M
Non-Disc.$5.6M
Employees--
Clients--
DateJan 2006
Total AUM$385M
Discretionary$380M
Non-Disc.$5M
Employees--
Clients--
DateFeb 2005
Total AUM$330M
Discretionary$325M
Non-Disc.$5M
Employees--
Clients--
DateJan 2005
Total AUM$223M
Discretionary$220M
Non-Disc.$3M
Employees10
Clients--
DateJan 2005
Total AUM$178M
Discretionary$175M
Non-Disc.$3M
Employees10
Clients--
DateJul 2004
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees--
Clients--
DateJun 2004
Total AUM$300M
Discretionary$250M
Non-Disc.$50M
Employees--
Clients--
DateApr 2002
Total AUM$200M
Discretionary$150M
Non-Disc.$50M
Employees10
Clients--
DateAug 2001
Total AUM$184M
Discretionary$180M
Non-Disc.$4M
Employees10
Clients--