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Andrew Samuel Perri

PINNACLE WEALTH MANAGEMENT PARTNERS, INC.·BRIGHTON, Michigan
Unclaimed Profile
7600 GRAND RIVER, BRIGHTON, MI 48114CRD# 2801727Firm CRD# 166853
01

About

Andrew Samuel Perri is a registered financial advisor based in BRIGHTON, Michigan, affiliated with PINNACLE WEALTH MANAGEMENT PARTNERS, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
PINNACLE WEALTH MANAGEMENT, INC.
AUM
$131M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PINNACLE WEALTH MANAGEMENT PARTNERS, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2801727
Firm CRD# 166853
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Andrew Samuel Perri offer?
Andrew Samuel Perri specializes in Financial Planning, Investment Management. Contact their office in BRIGHTON, Michigan for a consultation.
What are Andrew Samuel Perri's credentials?
Andrew Samuel Perri is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Andrew Samuel Perri located?
Andrew Samuel Perri is based in BRIGHTON, Michigan, working with PINNACLE WEALTH MANAGEMENT PARTNERS, INC.. Their office serves clients in the BRIGHTON metropolitan area and surrounding communities.
How does Andrew Samuel Perri charge for services?
Andrew Samuel Perri'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 PARTNERS, INC.?
PINNACLE WEALTH MANAGEMENT PARTNERS, INC. has approximately 8 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in BRIGHTON
Michael Robert Chechel — EXECUTIVE WEALTH MANAGEMENT, LLCAdam R Kulesza — EXECUTIVE WEALTH MANAGEMENT, LLCEric Velibor Perich — 401(K) GPS, LLCGregory Joseph Barber — EXECUTIVE WEALTH MANAGEMENT, LLCAlbert Pingree Herzog — EXECUTIVE WEALTH MANAGEMENT, LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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