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Melissa Lue Lederer

PINNACLE ASSET MANAGEMENT, INC.·ROSEVILLE, California
Clean recordPINNACLE ASSET MANAGEMENT, INC.
2271 LAVA RIDGE COURT, ROSEVILLE, CA 95661CRD# 2885706Firm CRD# 169182

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Melissa Lue Lederer · ROSEVILLE, CA
Registration
CRD #2885706 · PINNACLE ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Melissa Lue Lederer is a registered financial advisor based in ROSEVILLE, California, affiliated with PINNACLE ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PINNACLE ASSET MANAGEMENT, INC.
PINNACLE ASSET MANAGEMENT, INC.
AUM
$133M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PINNACLE ASSET MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2885706
Firm CRD# 169182
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Melissa Lue Lederer offer?
Melissa Lue Lederer specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ROSEVILLE, California for a consultation.
What are Melissa Lue Lederer's credentials?
Melissa Lue Lederer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Melissa Lue Lederer located?
Melissa Lue Lederer is based in ROSEVILLE, California, working with PINNACLE ASSET MANAGEMENT, INC.. Their office serves clients in the ROSEVILLE metropolitan area and surrounding communities.
How does Melissa Lue Lederer charge for services?
Melissa Lue Lederer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE ASSET MANAGEMENT, INC.?
PINNACLE ASSET MANAGEMENT, INC. has approximately 6 employees and manages $133M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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