RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Colorado
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 25, 2022
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control
STEFANIAK, THOMAS, CHARLESIPRESIDENT, CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 25, 2022 REGISTERED

Notice Filings (8)

AZ CA CO FL NE NM TX WI

Address

2696 SOUTH COLORADO BLVD
SUITE 430
DENVER, CO 80222
United States
Phone: 303-806-0988