Pinnacle Wealth Management Group, Inc.
Firm details
- Headquarters
- Plymouth, Michigan
- CRD number
- 281935
- Registered since
- June 8, 2018
- Website
- www.pwmgi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI78.93%
- Individuals20.59%
- Corporations / Businesses0.31%
- Pension & Profit Sharing Plans0.17%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pinnacle Wealth Management Group, Inc. is an independent, individual-owned registered investment adviser that emphasizes financial planning and portfolio management for individuals, families and small institutions. The firm is SEC-registered (registration year 2018) and bills clients via a mix of percentage-of-AUM, hourly and fixed fees. Its client mix includes both individual & family and institutional relationships. Advisory services are complemented by industry affiliations with broker-dealers, other investment advisers, accounting professionals and insurance firms. The firm reports it is not structured as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds61%
- Exchange Traded Equities26%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Contacts
3 of 4
Daniel Cesta
PresidentCRD 2763334
Eddison Millington
Team Managing DirectorCRD 2892939
Kendra McKinney
Vice President of Wealth ManagementCRD 6857204
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 70Active vs passive
$171M in ETFs
61%
$104M
37%
$66.7M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VICTORYSHARES SHORT-TERM BOND ETF FORMERLY VICTORYSHARES USAA CORE SHORT-TERM BOND ETF (USTB) | VictoryShares | Active | Short Term Bond | $17.2M | 345,231 | 10.10% |
Location
Plymouth, MI
Wayne
Location
Plymouth, MI
Headquartered in Plymouth, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Wayne
- Address
- 849 Penniman Ave
- Time zone
- ET (UTC-5)
- Office locations
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