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PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
PINNACLE WEALTH MANAGEMENT, INC.
BRIGHTON, Michigan
·
1 registered advisor
·
CRD# 166853
SEC# 801-125967
1
810-220-6322
01
Firm Overview
AUM
$131M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
1
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
1 registered advisor
Andrew Samuel Perri
BRIGHTON, Michigan
CRD# 2801727
05
Office Locations
BRIGHTON, Michigan
1 advisor
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Data sourced from SEC Form ADV filings. PINNACLE WEALTH MANAGEMENT PARTNERS, INC. (CRD# 166853) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.