PINNACLE ASSET MANAGEMENT, INC.
CRD #169182 SEC #801-78656 ROSEVILLE, CA 916-772-0807
SEC Registered
Total AUM
$133.1M
Discretionary
$133.1M
Employees
6
Clients
0
Accounts
671
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2021 | $133.1M | $133.1M | $0 | 6 | 0 |
| Aug 2021 | $133.1M | $133.1M | $0 | 6 | 0 |
| Mar 2021 | $133.1M | $133.1M | $0 | 6 | 0 |
| Feb 2021 | $133.1M | $133.1M | $0 | 6 | 0 |
| Jun 2020 | $130.9M | $130.9M | $0 | 6 | 0 |
| Apr 2020 | $130.9M | $130.9M | $0 | 6 | 0 |
| Feb 2020 | $130.9M | $130.9M | $0 | 6 | 0 |
| Jun 2019 | $120.1M | $120.1M | $0 | 7 | 0 |
| Jan 2019 | $120.1M | $120.1M | $0 | 7 | 0 |
| Apr 2018 | $134.4M | $134.4M | $0 | 4 | 0 |
| Jan 2018 | $134.4M | $134.4M | $0 | 4 | 0 |
| Jan 2018 | $134.4M | $134.4M | $0 | 4 | 0 |
| Jan 2018 | $134.4M | $134.4M | $0 | 4 | 0 |
| Oct 2017 | $131M | $127.1M | $3.9M | 7 | 0 |
| Jun 2017 | $126.7M | $121.2M | $5.5M | 7 | 500 |
| Apr 2017 | $126.7M | $121.2M | $5.5M | 7 | 500 |
| Feb 2017 | $126.7M | $121.2M | $5.5M | 7 | 500 |
| Feb 2016 | $125M | $120.5M | $4.5M | 7 | 487 |
| Feb 2015 | $115.9M | $111.1M | $4.8M | 6 | 460 |
| Oct 2014 | $114.8M | $111.2M | $3.6M | 6 | 400 |
| Feb 2014 | $114.8M | $111.2M | $3.6M | 6 | 400 |
| Feb 2014 | $114.8M | $111.2M | $3.6M | 6 | 400 |
| Nov 2013 | $0 | $0 | $0 | 2 | 0 |
| Oct 2013 | $0 | $0 | $0 | 2 | 0 |
DateAug 2021
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateFeb 2021
Total AUM$133.1M
Discretionary$133.1M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2020
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees6
Clients0
DateFeb 2020
Total AUM$130.9M
Discretionary$130.9M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients0
DateJan 2019
Total AUM$120.1M
Discretionary$120.1M
Non-Disc.$0
Employees7
Clients0
DateApr 2018
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients0
DateJan 2018
Total AUM$134.4M
Discretionary$134.4M
Non-Disc.$0
Employees4
Clients0
DateOct 2017
Total AUM$131M
Discretionary$127.1M
Non-Disc.$3.9M
Employees7
Clients0
DateJun 2017
Total AUM$126.7M
Discretionary$121.2M
Non-Disc.$5.5M
Employees7
Clients500
DateApr 2017
Total AUM$126.7M
Discretionary$121.2M
Non-Disc.$5.5M
Employees7
Clients500
DateFeb 2017
Total AUM$126.7M
Discretionary$121.2M
Non-Disc.$5.5M
Employees7
Clients500
DateFeb 2016
Total AUM$125M
Discretionary$120.5M
Non-Disc.$4.5M
Employees7
Clients487
DateFeb 2015
Total AUM$115.9M
Discretionary$111.1M
Non-Disc.$4.8M
Employees6
Clients460
DateOct 2014
Total AUM$114.8M
Discretionary$111.2M
Non-Disc.$3.6M
Employees6
Clients400
DateFeb 2014
Total AUM$114.8M
Discretionary$111.2M
Non-Disc.$3.6M
Employees6
Clients400
DateFeb 2014
Total AUM$114.8M
Discretionary$111.2M
Non-Disc.$3.6M
Employees6
Clients400
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateOct 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0