PINNACLE WEALTH MANAGEMENT, INC.
CRD #112969 SEC #801-110861 DENVER, CO 303-806-0988
SEC Registered
Total AUM
$162.5M
Discretionary
$161.1M
Employees
6
Clients
251
Accounts
776
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2022 | $162.5M | $161.1M | $1.3M | 6 | 0 |
| May 2022 | $162.5M | $161.1M | $1.3M | 6 | 0 |
| Mar 2022 | $162.5M | $161.1M | $1.3M | 6 | 0 |
| Feb 2022 | $162.5M | $161.1M | $1.3M | 6 | 0 |
| Apr 2021 | $129.7M | $128.6M | $1.1M | 5 | 0 |
| Mar 2021 | $129.7M | $128.6M | $1.1M | 5 | 0 |
| Jan 2021 | $129.7M | $128.6M | $1.1M | 5 | 0 |
| Jul 2020 | $117M | $116M | $1.1M | 5 | 0 |
| Jun 2020 | $117M | $116M | $1.1M | 5 | 0 |
| Jan 2020 | $117M | $116M | $1.1M | 5 | 0 |
| Aug 2019 | $99.9M | $99M | $903.1K | 5 | 0 |
| Jan 2019 | $99.9M | $99M | $903.1K | 5 | 0 |
| Feb 2018 | $111.6M | $110.7M | $901.6K | 3 | 0 |
| Aug 2017 | $100M | $99.2M | $783.1K | 3 | 300 |
| Jun 2017 | $100M | $99.2M | $783.1K | 3 | 300 |
DateDec 2022
Total AUM$162.5M
Discretionary$161.1M
Non-Disc.$1.3M
Employees6
Clients0
DateMay 2022
Total AUM$162.5M
Discretionary$161.1M
Non-Disc.$1.3M
Employees6
Clients0
DateMar 2022
Total AUM$162.5M
Discretionary$161.1M
Non-Disc.$1.3M
Employees6
Clients0
DateFeb 2022
Total AUM$162.5M
Discretionary$161.1M
Non-Disc.$1.3M
Employees6
Clients0
DateApr 2021
Total AUM$129.7M
Discretionary$128.6M
Non-Disc.$1.1M
Employees5
Clients0
DateMar 2021
Total AUM$129.7M
Discretionary$128.6M
Non-Disc.$1.1M
Employees5
Clients0
DateJan 2021
Total AUM$129.7M
Discretionary$128.6M
Non-Disc.$1.1M
Employees5
Clients0
DateJul 2020
Total AUM$117M
Discretionary$116M
Non-Disc.$1.1M
Employees5
Clients0
DateJun 2020
Total AUM$117M
Discretionary$116M
Non-Disc.$1.1M
Employees5
Clients0
DateJan 2020
Total AUM$117M
Discretionary$116M
Non-Disc.$1.1M
Employees5
Clients0
DateAug 2019
Total AUM$99.9M
Discretionary$99M
Non-Disc.$903.1K
Employees5
Clients0
DateJan 2019
Total AUM$99.9M
Discretionary$99M
Non-Disc.$903.1K
Employees5
Clients0
DateFeb 2018
Total AUM$111.6M
Discretionary$110.7M
Non-Disc.$901.6K
Employees3
Clients0
DateAug 2017
Total AUM$100M
Discretionary$99.2M
Non-Disc.$783.1K
Employees3
Clients300
DateJun 2017
Total AUM$100M
Discretionary$99.2M
Non-Disc.$783.1K
Employees3
Clients300