PINNACLE WEALTH ADVISORS, INC.

PINNACLE WEALTH ADVISORS
CLACKAMAS, Oregon·5 registered advisors·CRD# 117517
SEC# 801-1167632503-654-5100
01

Firm Overview

AUM
$202M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PINNACLE WEALTH ADVISORS, INC.

5 registered advisors
Aaron Jacob Christopherson
CLACKAMAS, Oregon
Brian Andrew Timm
CLACKAMAS, Oregon
Randy Earl Gay
CLACKAMAS, Oregon
Raymond Alfred Birch
CLACKAMAS, Oregon
Steven Michael Jossi
CLACKAMAS, Oregon
05

Office Locations

CLACKAMAS, Oregon
5 advisors

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Data sourced from SEC Form ADV filings. PINNACLE WEALTH ADVISORS, INC. (CRD# 117517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.