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Anna Carol Barton

PINNACLE WEALTH MANAGEMENT, INC.·WEST CHESTER, Ohio
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9100 WEST CHESTER TOWNE CENTRE DRIVE, WEST CHESTER, OH 45069CRD# 2208212Firm CRD# 121065
01

About

Anna Carol Barton is a registered financial advisor based in WEST CHESTER, Ohio, affiliated with PINNACLE WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
PINNACLE WEALTH MANAGEMENT, INC.
PINNACLE WEALTH MANAGEMENT, INC.
AUM
$503M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PINNACLE WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
Regulatory
SEC/IARD CRD# 2208212
Firm CRD# 121065
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Anna Carol Barton offer?
Anna Carol Barton specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WEST CHESTER, Ohio for a consultation.
What are Anna Carol Barton's credentials?
Anna Carol Barton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anna Carol Barton located?
Anna Carol Barton is based in WEST CHESTER, Ohio, working with PINNACLE WEALTH MANAGEMENT, INC.. Their office serves clients in the WEST CHESTER metropolitan area and surrounding communities.
How does Anna Carol Barton charge for services?
Anna Carol Barton's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor/referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PINNACLE WEALTH MANAGEMENT, INC.?
PINNACLE WEALTH MANAGEMENT, INC. has approximately 7 employees and manages $503M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in WEST CHESTER
Joseph William Gates — MEYER GATES FINANCIAL ADVISORS, INCAnthony Joseph Bruns — PINNACLE WEALTH MANAGEMENT, INC.Marc Erle Henn — HARVEST FINANCIAL ADVISORS, LLCJeffrey Scott Sims — PINNACLE WEALTH MANAGEMENT, INC.Robert L Koscik — DLAK WEALTH ADVISORS, LLC
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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