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Kenyon Lloyd Lederer

PINNACLE WEALTH MANAGEMENT, LLC·ROSEVILLE, California
Clean recordPINNACLE WEALTH MANAGEMENT, LLC
2999 DOUGLAS BLVD, ROSEVILLE, CA 95661CRD# 2275241Firm CRD# 315578

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenyon Lloyd Lederer · ROSEVILLE, CA
Registration
CRD #2275241 · PINNACLE WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kenyon Lloyd Lederer is a registered financial advisor based in ROSEVILLE, California, affiliated with PINNACLE WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT, LLC
PINNACLE WEALTH MANAGEMENT, LLC
AUM
$159M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at PINNACLE WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2275241
Firm CRD# 315578
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenyon Lloyd Lederer offer?
Kenyon Lloyd Lederer specializes in Financial Planning, Investment Management. Contact their office in ROSEVILLE, California for a consultation.
What are Kenyon Lloyd Lederer's credentials?
Kenyon Lloyd Lederer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenyon Lloyd Lederer located?
Kenyon Lloyd Lederer is based in ROSEVILLE, California, working with PINNACLE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Kenyon Lloyd Lederer charge for services?
Kenyon Lloyd Lederer's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH MANAGEMENT, LLC?
PINNACLE WEALTH MANAGEMENT, LLC has approximately 4 employees and manages $159M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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ROSEVILLE, CA

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Research
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