PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

KING OF PRUSSIA, Pennsylvania·2 registered advisors·CRD# 155652

SEC# 801-1316861267-221-6305

01

Firm Overview

AUM

$122M

Regulatory assets under management

Employees

2

Total firm employees

Advisors

2

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

2 registered advisors

Michael Anthony Pearson Schimek

KING OF PRUSSIA, Pennsylvania

Thomas Marchozzi

KING OF PRUSSIA, Pennsylvania

05

Office Locations

KING OF PRUSSIA, Pennsylvania

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Data sourced from SEC Form ADV filings. PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. (CRD# 155652) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.