PINNACLE ASSET MANAGEMENT GROUP, CORPORATION (INC.)
CRD #109965 SEC #801-113976 SHREVEPORT, LA 318-221-7526
SEC Registered
Total AUM
$131.5M
Discretionary
$9.4M
Employees
3
Clients
10
Accounts
232
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $131.5M | $9.4M | $122.1M | 3 | 0 |
| Aug 2024 | $111.7M | $9M | $102.7M | 4 | 0 |
| May 2024 | $111.7M | $9M | $102.7M | 4 | 0 |
| Mar 2024 | $111.7M | $9M | $102.7M | 4 | 0 |
| Jul 2023 | $102.2M | $4.4M | $97.8M | 4 | 28 |
| Feb 2023 | $102.2M | $4.4M | $97.8M | 4 | 28 |
| Jan 2023 | $98.7M | $0 | $98.7M | 4 | 0 |
| Mar 2022 | $98.7M | $0 | $98.7M | 4 | 0 |
| May 2021 | $136.4M | $0 | $136.4M | 5 | 300 |
| Apr 2021 | $136.4M | $0 | $136.4M | 5 | 300 |
| Mar 2021 | $136.4M | $0 | $136.4M | 5 | 300 |
| Oct 2020 | $139.1M | $0 | $139.1M | 5 | 0 |
| Oct 2020 | $139.1M | $0 | $139.1M | 5 | 0 |
| Mar 2020 | $139.1M | $0 | $139.1M | 5 | 0 |
| Mar 2019 | $142.3M | $0 | $142.3M | 5 | 0 |
| Oct 2018 | $112.1M | $3.9M | $108.2M | 5 | 0 |
| Aug 2018 | $112.1M | $3.9M | $108.2M | 5 | 0 |
| Jul 2001 | $32.8M | $0 | $32.8M | 5 | -- |
DateFeb 2025
Total AUM$131.5M
Discretionary$9.4M
Non-Disc.$122.1M
Employees3
Clients0
DateAug 2024
Total AUM$111.7M
Discretionary$9M
Non-Disc.$102.7M
Employees4
Clients0
DateMay 2024
Total AUM$111.7M
Discretionary$9M
Non-Disc.$102.7M
Employees4
Clients0
DateMar 2024
Total AUM$111.7M
Discretionary$9M
Non-Disc.$102.7M
Employees4
Clients0
DateJul 2023
Total AUM$102.2M
Discretionary$4.4M
Non-Disc.$97.8M
Employees4
Clients28
DateFeb 2023
Total AUM$102.2M
Discretionary$4.4M
Non-Disc.$97.8M
Employees4
Clients28
DateJan 2023
Total AUM$98.7M
Discretionary$0
Non-Disc.$98.7M
Employees4
Clients0
DateMar 2022
Total AUM$98.7M
Discretionary$0
Non-Disc.$98.7M
Employees4
Clients0
DateMay 2021
Total AUM$136.4M
Discretionary$0
Non-Disc.$136.4M
Employees5
Clients300
DateApr 2021
Total AUM$136.4M
Discretionary$0
Non-Disc.$136.4M
Employees5
Clients300
DateMar 2021
Total AUM$136.4M
Discretionary$0
Non-Disc.$136.4M
Employees5
Clients300
DateOct 2020
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees5
Clients0
DateOct 2020
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees5
Clients0
DateMar 2020
Total AUM$139.1M
Discretionary$0
Non-Disc.$139.1M
Employees5
Clients0
DateMar 2019
Total AUM$142.3M
Discretionary$0
Non-Disc.$142.3M
Employees5
Clients0
DateOct 2018
Total AUM$112.1M
Discretionary$3.9M
Non-Disc.$108.2M
Employees5
Clients0
DateAug 2018
Total AUM$112.1M
Discretionary$3.9M
Non-Disc.$108.2M
Employees5
Clients0
DateJul 2001
Total AUM$32.8M
Discretionary$0
Non-Disc.$32.8M
Employees5
Clients--