PINNACLE WEALTH MANAGEMENT, INC.
CRD #121065 SEC #801-63327 WEST CHESTER, OH 513-874-4440
SEC Registered
Total AUM
$502.8M
Discretionary
$501.1M
Employees
7
Clients
0
Accounts
449
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2021 | $502.8M | $501.1M | $1.7M | 7 | 1 |
| May 2020 | $433.1M | $431.9M | $1.2M | 7 | 0 |
| Feb 2020 | $433.1M | $431.9M | $1.2M | 7 | 0 |
| Feb 2019 | $348.5M | $346.3M | $2.3M | 7 | 0 |
| Aug 2018 | $362.5M | $360.1M | $2.5M | 7 | 2 |
| Jun 2018 | $362.5M | $360.1M | $2.5M | 7 | 2 |
| Feb 2018 | $362.5M | $360.1M | $2.5M | 7 | 2 |
| Mar 2017 | $287.5M | $285.3M | $2.1M | 7 | 200 |
| Feb 2016 | $266.6M | $264.2M | $2.4M | 6 | 200 |
| Apr 2015 | $275.7M | $273.2M | $2.5M | 5 | 200 |
| Mar 2015 | $275.7M | $273.2M | $2.5M | 5 | 200 |
| Mar 2014 | $245.2M | $242.4M | $2.7M | 5 | 163 |
| Mar 2014 | $245.2M | $242.4M | $2.7M | 6 | 163 |
| Mar 2013 | $203.1M | $199.8M | $3.3M | 7 | 174 |
| Sep 2012 | $108.8M | $104.5M | $4.3M | 1 | 103 |
| Jun 2012 | $108.8M | $104.5M | $4.3M | 1 | 103 |
| Mar 2012 | $108.8M | $104.5M | $4.3M | 1 | 103 |
| Mar 2011 | $65.3M | $57.5M | $7.8M | 5 | -- |
| Jul 2009 | $46.1M | $39.1M | $7M | 5 | -- |
| Apr 2009 | $46.1M | $39.1M | $7M | 5 | -- |
| Mar 2008 | $54.5M | $42.2M | $12.2M | 5 | -- |
| Jan 2008 | $39.3M | $25.7M | $13.7M | 5 | -- |
| Mar 2007 | $39.3M | $25.7M | $13.7M | 5 | -- |
| Oct 2005 | $55M | $0 | $55M | 5 | -- |
| Jun 2004 | $41.7M | $37.1M | $4.7M | 10 | -- |
DateJan 2021
Total AUM$502.8M
Discretionary$501.1M
Non-Disc.$1.7M
Employees7
Clients1
DateMay 2020
Total AUM$433.1M
Discretionary$431.9M
Non-Disc.$1.2M
Employees7
Clients0
DateFeb 2020
Total AUM$433.1M
Discretionary$431.9M
Non-Disc.$1.2M
Employees7
Clients0
DateFeb 2019
Total AUM$348.5M
Discretionary$346.3M
Non-Disc.$2.3M
Employees7
Clients0
DateAug 2018
Total AUM$362.5M
Discretionary$360.1M
Non-Disc.$2.5M
Employees7
Clients2
DateJun 2018
Total AUM$362.5M
Discretionary$360.1M
Non-Disc.$2.5M
Employees7
Clients2
DateFeb 2018
Total AUM$362.5M
Discretionary$360.1M
Non-Disc.$2.5M
Employees7
Clients2
DateMar 2017
Total AUM$287.5M
Discretionary$285.3M
Non-Disc.$2.1M
Employees7
Clients200
DateFeb 2016
Total AUM$266.6M
Discretionary$264.2M
Non-Disc.$2.4M
Employees6
Clients200
DateApr 2015
Total AUM$275.7M
Discretionary$273.2M
Non-Disc.$2.5M
Employees5
Clients200
DateMar 2015
Total AUM$275.7M
Discretionary$273.2M
Non-Disc.$2.5M
Employees5
Clients200
DateMar 2014
Total AUM$245.2M
Discretionary$242.4M
Non-Disc.$2.7M
Employees5
Clients163
DateMar 2014
Total AUM$245.2M
Discretionary$242.4M
Non-Disc.$2.7M
Employees6
Clients163
DateMar 2013
Total AUM$203.1M
Discretionary$199.8M
Non-Disc.$3.3M
Employees7
Clients174
DateSep 2012
Total AUM$108.8M
Discretionary$104.5M
Non-Disc.$4.3M
Employees1
Clients103
DateJun 2012
Total AUM$108.8M
Discretionary$104.5M
Non-Disc.$4.3M
Employees1
Clients103
DateMar 2012
Total AUM$108.8M
Discretionary$104.5M
Non-Disc.$4.3M
Employees1
Clients103
DateMar 2011
Total AUM$65.3M
Discretionary$57.5M
Non-Disc.$7.8M
Employees5
Clients--
DateJul 2009
Total AUM$46.1M
Discretionary$39.1M
Non-Disc.$7M
Employees5
Clients--
DateApr 2009
Total AUM$46.1M
Discretionary$39.1M
Non-Disc.$7M
Employees5
Clients--
DateMar 2008
Total AUM$54.5M
Discretionary$42.2M
Non-Disc.$12.2M
Employees5
Clients--
DateJan 2008
Total AUM$39.3M
Discretionary$25.7M
Non-Disc.$13.7M
Employees5
Clients--
DateMar 2007
Total AUM$39.3M
Discretionary$25.7M
Non-Disc.$13.7M
Employees5
Clients--
DateOct 2005
Total AUM$55M
Discretionary$0
Non-Disc.$55M
Employees5
Clients--
DateJun 2004
Total AUM$41.7M
Discretionary$37.1M
Non-Disc.$4.7M
Employees10
Clients--