PINNACLE WEALTH MANAGEMENT, INC.

WEST CHESTER, Ohio·3 registered advisors·CRD# 121065
SEC# 801-633274513-874-4440
01

Firm Overview

AUM
$503M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
3
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
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PINNACLE WEALTH MANAGEMENT, INC.

3 registered advisors
Anna Carol Barton
WEST CHESTER, Ohio
Anthony Joseph Bruns
WEST CHESTER, Ohio
Jeffrey Scott Sims
WEST CHESTER, Ohio
05

Office Locations

WEST CHESTER, Ohio
3 advisors

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Data sourced from SEC Form ADV filings. PINNACLE WEALTH MANAGEMENT, INC. (CRD# 121065) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.