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PINNACLE WEALTH MANAGEMENT, LLC
PINNACLE WEALTH MANAGEMENT, LLC
ROSEVILLE, California
·
2 registered advisors
·
CRD# 315578
SEC# 801-122002
1
916-772-0807
01
Firm Overview
AUM
$159M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PINNACLE WEALTH MANAGEMENT, LLC
2 registered advisors
Jack Richard Zboralske
ROSEVILLE, California
CRD# 5256952
Kenyon Lloyd Lederer
ROSEVILLE, California
CRD# 2275241
05
Office Locations
ROSEVILLE, California
2 advisors
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Data sourced from SEC Form ADV filings. PINNACLE WEALTH MANAGEMENT, LLC (CRD# 315578) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.