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Pinnacle Advisory Group, Inc.

Pinnacle Advisory Group, Inc. is a RIA based in Columbia, MD with $1B in AUM and with 15 advisors nationwide.

Advisors (15)

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Name Start Date
Andrew Joseph Krone Dec 2009
David Brad Kauffman Feb 2007
Debra Cloud Kriebel Jan 1999
Dwight Andrew Mikulis Mar 1993
Illa Lyn Amerson Dec 2009
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*Unless otherwise noted, an advisor's inclusion in the above list is based on that advisor's registration as per their SEC registration filing. Please note that the advisor is required to provide this information only while registered with an investment advisor firm and the information is not updated through Form U4 after the advisor ceases to be registered. Therefore, an advisor listed above may no longer be employed by that firm. Please contact the firm directly to determine the employment status of the advisors listed above.

Firm Assets Under Management

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$1.0B
Total Assets
3K
Accounts
$389.9K
Estimated Average Account Balance
*The AUM displayed is firm level data as reported on the SEC ADV filings and may not reflect all of a firm's assets.
*Average Account Balance is the total AUM of the firm divided by the number of accounts listed on the SEC ADV filing. This calculation is an estimate.

Ownership

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ownership pie chart

*The pie chart is not drawn to scale and is simply included to make the data visually understandable. The ownership is from the firm's or advisor's Form ADV. Executives with less than 5% share may not own any of the firm. Please see the Form ADV for complete disclosure.

Executives and Control Persons

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Name Title Tenure Date
John Robert Hill President 07/01/2004
Dwight Andrew Mikulis Vice President 07/01/2004
Kenneth Reid Solow Vice President and Chief Compliance Officer 07/01/2004
Debra Cloud Kriebel Secretary 07/01/2004
Richard Donald Vollaro Partner 01/01/2008

Affiliated Investment Advisors and Broker Dealers

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No firm affiliates listed.

Principal Office & Place of Business

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Principal Office

Address:
6345 Woodside Court Suite 100
Columbia , MD 21046
Phone Number: 410-995-6630
Other Offices Address City State Zip
5150 N.Tamiami Trail Naples FL 34103

Firm Compensation Arrangements

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Types of Compensation Arrangements

  • Percentage of Assets
  • Hourly Charges
  • Fixed Fees