PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD #281935 SEC #801-113407 PLYMOUTH, MI 734-667-5581
SEC Registered
Total AUM
$212.7M
Discretionary
$212.7M
Employees
4
Clients
0
Accounts
590
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $212.7M | $212.7M | $0 | 4 | 0 |
| Mar 2025 | $212.7M | $212.7M | $0 | 4 | 0 |
| Mar 2024 | $164M | $164M | $0 | 4 | 0 |
| Mar 2023 | $155.2M | $155.2M | $0 | 4 | 0 |
| Mar 2022 | $180.3M | $180.3M | $0 | 4 | 0 |
| Mar 2021 | $147.3M | $147.3M | $0 | 4 | 0 |
| Sep 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Jul 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Jun 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Jun 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| May 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Feb 2020 | $128.8M | $128.8M | $0 | 4 | 0 |
| Mar 2019 | $107.5M | $107.5M | $0 | 2 | 0 |
| Nov 2018 | $124.8M | $124.8M | $0 | 2 | 0 |
| Aug 2018 | $124.8M | $124.8M | $0 | 2 | 0 |
| May 2018 | $124.8M | $124.8M | $0 | 2 | 0 |
DateOct 2025
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$212.7M
Discretionary$212.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$164M
Discretionary$164M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$155.2M
Discretionary$155.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$180.3M
Discretionary$180.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$147.3M
Discretionary$147.3M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateJul 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateMay 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateFeb 2020
Total AUM$128.8M
Discretionary$128.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2019
Total AUM$107.5M
Discretionary$107.5M
Non-Disc.$0
Employees2
Clients0
DateNov 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients0
DateAug 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients0
DateMay 2018
Total AUM$124.8M
Discretionary$124.8M
Non-Disc.$0
Employees2
Clients0