PINNACLE ADVISORY GROUP, INC.

COLUMBIA, Maryland·11 registered advisors·CRD# 107757
SEC# 801-431561410-995-6630
01

Firm Overview

AUM
$2.3B
Regulatory assets under management
Employees
45
Total firm employees
Advisors
11
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINNACLE ADVISORY GROUP, INC.

11 registered advisors
Carl Wesley Noble
COLUMBIA, Maryland
David Brad Kauffman
COLUMBIA, Maryland
Debra Cloud Kriebel
COLUMBIA, Maryland
Dwight Andrew Mikulis
COLUMBIA, Maryland
Jeffrey Keith Troll
COLUMBIA, Maryland
John Robert Hill
COLUMBIA, Maryland
Joseph Saldana
COLUMBIA, Maryland
Joshua Akeroyd Mason
COLUMBIA, Maryland
Kenneth Reid Solow
COLUMBIA, Maryland
Richard Donald Vollaro
COLUMBIA, Maryland
Sean Patrick Dillon
COLUMBIA, Maryland
05

Office Locations

COLUMBIA, Maryland
11 advisors

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Data sourced from SEC Form ADV filings. PINNACLE ADVISORY GROUP, INC. (CRD# 107757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.