PINNACLE ASSET MANAGEMENT, INC.

ROSEVILLE, California·1 registered advisor·CRD# 169182
SEC# 801-786560916-772-0807
01

Firm Overview

AUM
$133M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PINNACLE ASSET MANAGEMENT, INC.

1 registered advisor
Melissa Lue Lederer
ROSEVILLE, California
05

Office Locations

ROSEVILLE, California
1 advisor

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Data sourced from SEC Form ADV filings. PINNACLE ASSET MANAGEMENT, INC. (CRD# 169182) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.