RIA Intelligence

PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

Legal name: PINNACLE WEALTH MANAGEMENT, INC.

CRD #166853 SEC #801-125967 BRIGHTON, MI 810-220-6322
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
6
Clients
251
Accounts
341

Firm Details

Organization Type
Corporation
State of Formation
Michigan
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 12, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PERRI, ANDREW, SAMUELIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PERRI, ANDREW, SAMUELIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PERRI, ANDREW, SAMUELIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PERRI, ANDREW, SAMUELIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control
PERRI, ANDREW, SAMUELIPRESIDENT AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 12, 2025 REGISTERED

Notice Filings (4)

FL LA MI TX

Address

7600 GRAND RIVER
SUITE 220
BRIGHTON, MI 48114
United States
Phone: 810-220-6322