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Pinnacle Wealth Management Advisory Group, LLC

Pinnacle Wealth Management Advisory Group, LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2019
    • $484.6M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 562
      Accounts
    • $862.2K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

10

name start date
Elizabeth Drew Sawyer
September 2017
Carmine Davino
September 2011
John Allan Reddersen
September 2017
James F Ferrare
September 2011
Elena Viktorovna Ladygina
September 2018

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Pinnacle Associates, Ltd. IAR $5,323,786,659
    Ws + B Financial Services Group, LLC IAR $0

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      James F Ferrare Managing Member June, 2011 less than 5%
      Carmine Davino Chief Compliance Officer June, 2011 less than 5%
        Source: SEC

        Fees

        Types of Compensation Arrangements

        • Percentage Of Assets
        • Hourly Charges
        • Fixed Fees